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Redwood Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Redwood Investment 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 		$10.2M Buy
42,150
+3,233
+8% +$752K 1.02% 20
2026
Q1 		$8.46M Buy
38,917
+6,202
+19% +$1.39M 1.05% 17
2025
Q4 		$6.93M Buy
32,715
+4,042
+14% +$846K 0.78% 20
2025
Q3 		$5.98M Buy
28,673
+26,483
+1,209% +$5.42M 0.65% 18
2025
Q2 		$427K Buy
+2,190
New +$405K 0.05% 247

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 22.9% 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

Redwood Investment Management's VBR Position: Q2 2026 in Review

Redwood Investment Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.3% in Q2 2026, buying an estimated $752K and bringing the position to 42,150 shares worth $10.2M. The position accounts for 1.02% of the portfolio, ranked #20.

Redwood Investment Management first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Redwood Investment Management held 42,150 shares of Vanguard Morningstar Small-Cap Value ETF worth $10.2M as of Q2 2026.
  • Redwood Investment Management bought 3,233 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $752K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.02% of Redwood Investment Management's portfolio in Q2 2026, its #20 holding.
  • Redwood Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.