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Rehmann Capital Advisory Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Rehmann Capital Advisory Group’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 		$321K Buy
1,475
+1
+0.1% +$224 0.02% 528
2025
Q4 		$312K Buy
1,474
+129
+10% +$27K 0.02% 526
2025
Q3 		$281K Buy
1,345
+4
+0.3% +$818 0.02% 519
2025
Q2 		$262K Buy
1,341
+1
+0.1% +$185 0.02% 507
2025
Q1 		$250K Buy
1,340
+132
+11% +$26.1K 0.02% 527
2024
Q4 		$239K Sell
1,208
-154
-11% -$31.6K 0.02% 532
2024
Q3 		$274K Buy
1,362
+8
+0.6% +$1.54K 0.02% 494
2024
Q2 		$247K Buy
1,354
+184
+16% +$34K 0.02% 506
2024
Q1 		$225K Buy
1,170
+3
+0.3% +$541 0.02% 523
2023
Q4 		$210K Buy
+1,167
New +$191K 0.02% 522
2023
Q3 		– Sell
-1,241
Closed -$205K – 572
2023
Q2 		$205K Sell
1,241
-56
-4% -$8.82K 0.02% 512
2023
Q1 		$206K Sell
1,297
-2
-0.2% -$331 0.02% 512
2022
Q4 		$206K Buy
+1,299
New +$207K 0.02% 515
2022
Q2 		– Sell
-1,197
Closed -$211K – 560
2022
Q1 		$211K Sell
1,197
-141
-11% -$24.5K 0.02% 494
2021
Q4 		$239K Buy
1,338
+4
+0.3% +$711 0.02% 485
2021
Q3 		$233K Sell
1,334
-279
-17% -$47.8K 0.02% 491
2021
Q2 		$280K Sell
1,613
-16
-1% -$2.77K 0.03% 449
2021
Q1 		$270K Buy
1,629
+216
+15% +$34K 0.03% 429
2020
Q4 		$201K Buy
+1,413
New +$182K 0.02% 468
2019
Q3 		– Sell
-363
Closed -$47.4K – 2109
2019
Q2 		$47.4K Hold
363
– – 0.01% 854
2019
Q1 		$46.7K Buy
+363
New +$46.2K 0.01% 832
2018
Q4 		– Sell
-368
Closed -$51.3K – 2115
2018
Q3 		$51.3K Hold
368
– – 0.01% 785
2018
Q2 		$50K Sell
368
-39
-10% -$5.23K 0.01% 776
2018
Q1 		$53K Buy
+407
New +$53.9K 0.01% 749

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

Rehmann Capital Advisory Group's VBR Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.07% in Q1 2026, buying an estimated $224 and bringing the position to 1,475 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #528.

Rehmann Capital Advisory Group first reported a position in VBR in Q1 2018 and has held it in 24 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Rehmann Capital Advisory Group held 1,475 shares of Vanguard Morningstar Small-Cap Value ETF worth $321K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q1 2026, an estimated $224.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #528 holding.
  • Rehmann Capital Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 24 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.