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Sagespring Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sagespring Wealth Partners’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 		$502K Buy
2,313
+429
+23% +$95.9K 0.01% 496
2025
Q4 		$399K Buy
1,884
+37
+2% +$7.75K 0.01% 539
2025
Q3 		$386K Buy
1,847
+279
+18% +$57K 0.01% 526
2025
Q2 		$306K Buy
+1,568
New +$290K 0.01% 571

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 $58.2B AUM 22.78% 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

Sagespring Wealth Partners's VBR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 23% in Q1 2026, buying an estimated $95.9K and bringing the position to 2,313 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #496.

Sagespring Wealth Partners first reported a position in VBR in Q2 2025 and has held it in 4 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Sagespring Wealth Partners held 2,313 shares of Vanguard Morningstar Small-Cap Value ETF worth $502K as of Q1 2026.
  • Sagespring Wealth Partners bought 429 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $95.9K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #496 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.