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

Sachetta’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 		– Sell
-81
Closed -$17.6K – 1213
2026
Q1 		$17.6K Sell
81
-12
-13% -$2.68K 0.01% 329
2025
Q4 		$19.7K Sell
93
-342
-79% -$71.6K 0.01% 297
2025
Q3 		$90.8K Sell
435
-55
-11% -$11.2K 0.03% 206
2025
Q2 		$95.6K Sell
490
-13
-3% -$2.41K 0.04% 196
2025
Q1 		$93.7K Hold
503
– – 0.04% 198
2024
Q4 		$99.7K Sell
503
-1
-0.2% -$205 0.04% 201
2024
Q3 		$101K Hold
504
– – 0.04% 203
2024
Q2 		$99.5K Sell
504
-21
-4% -$3.88K 0.04% 192
2024
Q1 		$94.5K Hold
525
– – 0.04% 190
2023
Q4 		$94.5K Buy
+525
New +$85.7K 0.04% 190

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

Sachetta's VBR Position: Q2 2026 in Review

Sachetta sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 81 shares — an estimated $17.6K sold.

Sachetta first reported a position in VBR in Q4 2023 and held it in 10 quarters. The position peaked at $101K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sachetta reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 81 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $17.6K.
  • Sachetta first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and held it in 10 quarters.
  • Sachetta's Vanguard Morningstar Small-Cap Value ETF position peaked at $101K in Q3 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.