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

Sagace 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	$1.02M	Buy	4,700 +17	+0.4%	+$3.8K	0.68%	43
2025 Q4	$992K	Buy	4,683 +41	+0.9%	+$8.59K	0.67%	39
2025 Q3	$969K	Buy	4,642 +1,401	+43%	+$286K	0.66%	39
2025 Q2	$632K	Sell	3,241 -1,255	-28%	-$232K	0.47%	42
2025 Q1	$838K	Sell	4,496 -117	-3%	-$23.1K	0.63%	39
2024 Q4	$914K	Sell	4,613 -2,576	-36%	-$529K	0.68%	38
2024 Q3	$1.45M	Buy	7,189 +570	+9%	+$110K	1.12%	31
2024 Q2	$1.28M	Buy	+6,619	New	+$1.22M	1.26%	28

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sagace Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.36% in Q1 2026, buying an estimated $3.8K and bringing the position to 4,700 shares worth $1.02M. The position accounts for 0.68% of the portfolio, ranked #43.

Sagace Wealth Management first reported a position in VBR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q3 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Sagace Wealth Management held 4,700 shares of Vanguard Small-Cap Value ETF worth $1.02M as of Q1 2026.
Sagace Wealth Management bought 17 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $3.8K.
Vanguard Small-Cap Value ETF made up 0.68% of Sagace Wealth Management's portfolio in Q1 2026, its #43 holding.
Sagace Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's Vanguard Small-Cap Value ETF position peaked at $1.45M in Q3 2024.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.