RWM
VBR icon

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

Ritholtz 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
Q2 		$1.59M Buy
6,542
+1,959
+43% +$456K 0.02% 484
2026
Q1 		$996K Buy
4,583
+246
+6% +$55K 0.02% 549
2025
Q4 		$918K Buy
4,337
+7
+0.2% +$1.47K 0.02% 552
2025
Q3 		$904K Sell
4,330
-1
-0% -$204 0.02% 527
2025
Q2 		$845K Sell
4,331
-51
-1% -$9.44K 0.02% 496
2025
Q1 		$816K Sell
4,382
-33
-0.7% -$6.52K 0.02% 456
2024
Q4 		$875K Buy
4,415
+23
+0.5% +$4.72K 0.03% 399
2024
Q3 		$882K Buy
4,392
+3,015
+219% +$580K 0.03% 403
2024
Q2 		$251K Buy
1,377
+14
+1% +$2.59K 0.01% 695
2024
Q1 		$262K Sell
1,363
-191
-12% -$34.5K 0.01% 675
2023
Q4 		$280K Buy
+1,554
New +$254K 0.01% 619
2023
Q1 		– Sell
-1,586
Closed -$252K – 673
2022
Q4 		$252K Buy
+1,586
New +$253K 0.01% 492
2022
Q3 		– Sell
-1,337
Closed -$200K – 746
2022
Q2 		$200K Sell
1,337
-11
-0.8% -$1.8K 0.01% 504
2022
Q1 		$237K Buy
1,348
+84
+7% +$14.6K 0.02% 467
2021
Q4 		$226K Sell
1,264
-99
-7% -$17.6K 0.01% 474
2021
Q3 		$231K Buy
+1,363
New +$233K 0.02% 432

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

Ritholtz Wealth Management's VBR Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 43% in Q2 2026, buying an estimated $456K and bringing the position to 6,542 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #484.

Ritholtz Wealth Management first reported a position in VBR in Q3 2021 and has held it in 16 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ritholtz Wealth Management held 6,542 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.59M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,959 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $456K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 16 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.