SG
VBR icon

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

Sankala 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
Q1 		$11.2K Buy
52
+22
+73% +$4.92K 0.01% 370
2025
Q4 		$6.9K Buy
+30
New +$6.28K 0.01% 426

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sankala Group's VBR Position: Q1 2026 in Review

Sankala Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 73% in Q1 2026, buying an estimated $4.92K and bringing the position to 52 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #370.

Sankala Group first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Sankala Group held 52 shares of Vanguard Morningstar Small-Cap Value ETF worth $11.2K as of Q1 2026.
  • Sankala Group bought 22 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $4.92K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Sankala Group's portfolio in Q1 2026, its #370 holding.
  • Sankala Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.