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Quantinno Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Quantinno Capital Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
58,628
+9,375
+19% +$2.18M 0.02% 837
2026
Q1 		$10.7M Buy
49,253
+4,806
+11% +$1.07M 0.02% 841
2025
Q4 		$9.41M Buy
44,447
+26,218
+144% +$5.49M 0.02% 805
2025
Q3 		$3.8M Buy
18,229
+7,169
+65% +$1.47M 0.01% 1008
2025
Q2 		$2.16M Sell
11,060
-2,631
-19% -$487K 0.01% 1073
2025
Q1 		$2.55M Buy
13,691
+6,907
+102% +$1.36M 0.02% 903
2024
Q4 		$1.34M Buy
6,784
+2,704
+66% +$555K 0.01% 981
2024
Q3 		$819K Buy
+4,080
New +$784K 0.01% 996

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quantinno Capital Management's VBR Position: Q2 2026 in Review

Quantinno Capital Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 19% in Q2 2026, buying an estimated $2.18M and bringing the position to 58,628 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #837.

Quantinno Capital Management first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Quantinno Capital Management held 58,628 shares of Vanguard Morningstar Small-Cap Value ETF worth $14.2M as of Q2 2026.
  • Quantinno Capital Management bought 9,375 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.18M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Quantinno Capital Management's portfolio in Q2 2026, its #837 holding.
  • Quantinno Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.