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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
Q2 		$7.44K Sell
30
-22
-42% -$5.12K 0.01% 437
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 $1.55T 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 22.9% 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

Sankala Group's VBR Position: Q2 2026 in Review

Sankala Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 42% in Q2 2026, selling an estimated $5.12K and leaving 30 shares worth $7.44K. The position accounts for 0.01% of the portfolio, ranked #437.

Sankala Group first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q1 2026. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sankala Group held 30 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.44K as of Q2 2026.
  • Sankala Group sold 22 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.12K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Sankala Group's portfolio in Q2 2026, its #437 holding.
  • Sankala Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Sankala Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $11.2K in Q1 2026.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sankala Group's 13F filing for Q2 2026, filed 18 Aug 2026.