RWM
VBR icon

Rialto Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Rialto Wealth 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
Q1 		$3.62M Sell
16,662
-835
-5% -$187K 0.81% 28
2025
Q4 		$3.71M Buy
17,497
+1,048
+6% +$219K 0.89% 28
2025
Q3 		$3.43M Sell
16,449
-2,168
-12% -$443K 0.89% 27
2025
Q2 		$3.63M Sell
18,617
-651
-3% -$121K 1.01% 23
2025
Q1 		$3.59M Sell
19,268
-373
-2% -$73.7K 1.13% 21
2024
Q4 		$3.89M Buy
+19,641
New +$4.03M 1.29% 19

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 $49B AUM 17.78% 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 $3.51B AUM 13.98% 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

Rialto Wealth Management's VBR Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 4.8% in Q1 2026, selling an estimated $187K and leaving 16,662 shares worth $3.62M. The position accounts for 0.81% of the portfolio, ranked #28.

Rialto Wealth Management first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.89M in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Rialto Wealth Management held 16,662 shares of Vanguard Small-Cap Value ETF worth $3.62M as of Q1 2026.
  • Rialto Wealth Management sold 835 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $187K.
  • Vanguard Small-Cap Value ETF made up 0.81% of Rialto Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Rialto Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Vanguard Small-Cap Value ETF position peaked at $3.89M in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.