RCI
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RS Crum Inc’s Vanguard Small-Cap Value ETF VBR Stock Holding History

RS Crum Inc’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 		$893K Buy
4,112
+1
+0% +$224 0.17% 40
2025
Q4 		$871K Sell
4,111
-134
-3% -$28.1K 0.17% 39
2025
Q3 		$886K Hold
4,245
– – 0.2% 37
2025
Q2 		$828K Sell
4,245
-101
-2% -$18.7K 0.2% 37
2025
Q1 		$810K Sell
4,346
-23
-0.5% -$4.54K 0.22% 36
2024
Q4 		$866K Sell
4,369
-64
-1% -$13.1K 0.21% 36
2024
Q3 		$890K Sell
4,433
-138
-3% -$26.5K 0.21% 37
2024
Q2 		$834K Buy
4,571
+25
+0.5% +$4.62K 0.22% 38
2024
Q1 		$872K Sell
4,546
-129
-3% -$23.3K 0.24% 36
2023
Q4 		$841K Buy
4,675
+1
+0% +$163 0.26% 35
2023
Q3 		$746K Sell
4,674
-494
-10% -$82.6K 0.27% 39
2023
Q2 		$855K Sell
5,168
-619
-11% -$97.5K 0.31% 36
2023
Q1 		$919K Sell
5,787
-659
-10% -$109K 0.35% 36
2022
Q4 		$1.02M Sell
6,446
-1,987
-24% -$316K 0.48% 33
2022
Q3 		$1.21M Sell
8,433
-59
-0.7% -$9.37K 0.63% 28
2022
Q2 		$1.27M Sell
8,492
-138
-2% -$22.6K 0.65% 27
2022
Q1 		$1.52M Buy
8,630
+13
+0.2% +$2.26K 0.86% 24
2021
Q4 		$1.54M Buy
+8,617
New +$1.53M 0.85% 21

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 $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

RS Crum Inc's VBR Position: Q1 2026 in Review

RS Crum Inc increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.02% in Q1 2026, buying an estimated $224 and bringing the position to 4,112 shares worth $893K. The position accounts for 0.17% of the portfolio, ranked #40.

RS Crum Inc first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2021. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • RS Crum Inc held 4,112 shares of Vanguard Small-Cap Value ETF worth $893K as of Q1 2026.
  • RS Crum Inc bought 1 Vanguard Small-Cap Value ETF share in Q1 2026, an estimated $224.
  • Vanguard Small-Cap Value ETF made up 0.17% of RS Crum Inc's portfolio in Q1 2026, its #40 holding.
  • RS Crum Inc first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • RS Crum Inc's Vanguard Small-Cap Value ETF position peaked at $1.54M in Q4 2021.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.