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Resolute Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Resolute Advisors’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 		$767K Buy
3,158
+14
+0.4% +$3.26K 0.18% 36
2026
Q1 		$683K Buy
3,144
+18
+0.6% +$4.02K 0.28% 33
2025
Q4 		$662K Buy
3,126
+29
+0.9% +$6.07K 0.22% 31
2025
Q3 		$649K Buy
3,097
+15
+0.5% +$3.07K 0.17% 30
2025
Q2 		$604K Hold
3,082
– – 0.15% 31
2025
Q1 		$574K Buy
3,082
+20
+0.7% +$3.95K 0.17% 27
2024
Q4 		$607K Buy
3,062
+16
+0.5% +$3.29K 0.12% 33
2024
Q3 		$612K Buy
3,046
+30
+1% +$5.77K 0.13% 25
2024
Q2 		$553K Hold
3,016
– – 0.14% 28
2024
Q1 		$579K Buy
3,016
+16
+0.5% +$2.89K 0.11% 29
2023
Q4 		$540K Buy
3,000
+18
+0.6% +$2.94K 0.07% 32
2023
Q3 		$476K Buy
2,982
+17
+0.6% +$2.84K 0.07% 33
2023
Q2 		$490K Buy
2,965
+16
+0.5% +$2.52K 0.05% 33
2023
Q1 		$468K Sell
2,949
-34
-1% -$5.63K 0.05% 33
2022
Q4 		$474K Buy
2,983
+20
+0.7% +$3.18K 0.06% 30
2022
Q3 		$425K Buy
2,963
+16
+0.5% +$2.54K 0.05% 31
2022
Q2 		$441K Buy
2,947
+14
+0.5% +$2.3K 0.05% 34
2022
Q1 		$516K Buy
2,933
+10
+0.3% +$1.74K 0.02% 39
2021
Q4 		$523K Buy
2,923
+19
+0.7% +$3.38K 0.02% 44
2021
Q3 		$491K Buy
2,904
+12
+0.4% +$2.05K 0.07% 43
2021
Q2 		$502K Buy
2,892
+10
+0.3% +$1.73K 0.08% 32
2021
Q1 		$477K Buy
2,882
+11
+0.4% +$1.73K 0.06% 34
2020
Q4 		$408K Buy
+2,871
New +$370K 0.23% 30

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

Resolute Advisors's VBR Position: Q2 2026 in Review

Resolute Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.45% in Q2 2026, buying an estimated $3.26K and bringing the position to 3,158 shares worth $767K. The position accounts for 0.18% of the portfolio, ranked #36.

Resolute Advisors first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Resolute Advisors held 3,158 shares of Vanguard Morningstar Small-Cap Value ETF worth $767K as of Q2 2026.
  • Resolute Advisors bought 14 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.26K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.18% of Resolute Advisors's portfolio in Q2 2026, its #36 holding.
  • Resolute Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Resolute Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.