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

Sapient Capital’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
Q3 		$2M Buy
8,651
+42
+0.5% +$10.2K 0.03% 151
2026
Q2 		$2.09M Buy
8,609
+131
+2% +$30.5K 0.03% 153
2026
Q1 		$1.84M Buy
8,478
+160
+2% +$35.8K 0.03% 160
2025
Q4 		$1.78M Buy
8,318
+3,750
+82% +$785K 0.03% 163
2025
Q3 		$954K Sell
4,568
-5
-0.1% -$1.02K 0.01% 197
2025
Q2 		$896K Buy
4,573
+2,804
+159% +$519K 0.02% 198
2025
Q1 		$330K Sell
1,769
-268
-13% -$52.9K 0.01% 282
2024
Q4 		$404K Buy
2,037
+105
+5% +$21.6K 0.01% 266
2024
Q3 		$388K Hold
1,932
– – 0.01% 281
2024
Q2 		$355K Hold
1,932
– – 0.01% 262
2024
Q1 		$371K Buy
1,932
+36
+2% +$6.5K 0.01% 266
2023
Q4 		$341K Buy
+1,896
New +$310K 0.01% 273

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Sapient Capital's VBR Position: Q3 2026 in Review

Sapient Capital increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.49% in Q3 2026, buying an estimated $10.2K and bringing the position to 8,651 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #151.

Sapient Capital first reported a position in VBR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q2 2026. 89 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Sapient Capital held 8,651 shares of Vanguard Morningstar Small-Cap Value ETF worth $2M as of Q3 2026.
  • Sapient Capital bought 42 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $10.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Sapient Capital's portfolio in Q3 2026, its #151 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.09M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.