Russell Investments Group
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Russell Investments Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Russell Investments 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
Q2 		$670K Sell
2,755
-155
-5% -$36.1K ﹤0.01% 2649
2026
Q1 		$632K Buy
2,910
+327
+13% +$73.1K ﹤0.01% 2417
2025
Q4 		$547K Buy
2,583
+67
+3% +$14K ﹤0.01% 2455
2025
Q3 		$525K Buy
2,516
+146
+6% +$29.9K ﹤0.01% 2458
2025
Q2 		$462K Buy
2,370
+538
+29% +$99.6K ﹤0.01% 2362
2025
Q1 		$341K Buy
1,832
+54
+3% +$10.7K ﹤0.01% 2426
2024
Q4 		$352K Buy
1,778
+15
+0.9% +$3.08K ﹤0.01% 2384
2024
Q3 		$354K Buy
1,763
+280
+19% +$53.8K ﹤0.01% 2368
2024
Q2 		$271K Buy
1,483
+402
+37% +$74.3K ﹤0.01% 2399
2024
Q1 		$207K Buy
1,081
+589
+120% +$106K ﹤0.01% 2438
2023
Q4 		$88.5K Hold
492
– – ﹤0.01% 2578
2023
Q3 		$78.5K Buy
+492
New +$82.3K ﹤0.01% 2669

Other funds holding VBR

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Russell Investments Group's VBR Position: Q2 2026 in Review

Russell Investments Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.3% in Q2 2026, selling an estimated $36.1K and leaving 2,755 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Russell Investments Group first reported a position in VBR in Q3 2023 and has held it in 12 quarters since. 1,540 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Russell Investments Group held 2,755 shares of Vanguard Morningstar Small-Cap Value ETF worth $670K as of Q2 2026.
  • Russell Investments Group sold 155 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2649 holding.
  • Russell Investments Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,540 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.