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rebel Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

rebel Financial’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
Q1 		$3.35M Sell
15,439
-523
-3% -$117K 1.45% 30
2025
Q4 		$3.38M Buy
+15,962
New +$3.34M 1.44% 31
2025
Q3 		– Sell
-16,240
Closed -$3.32M – 32
2025
Q2 		$3.18M Buy
+16,240
New +$3.01M 1.45% 30

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

rebel Financial's VBR Position: Q1 2026 in Review

rebel Financial reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.3% in Q1 2026, selling an estimated $117K and leaving 15,439 shares worth $3.35M. The position accounts for 1.45% of the portfolio, ranked #30.

rebel Financial first reported a position in VBR in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.38M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • rebel Financial held 15,439 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.35M as of Q1 2026.
  • rebel Financial sold 523 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.45% of rebel Financial's portfolio in Q1 2026, its #30 holding.
  • rebel Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.38M in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.