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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
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

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 22.96% 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

Sapient Capital's VBR Position: Q2 2026 in Review

Sapient Capital increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 8,609 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #153.

Sapient Capital first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sapient Capital held 8,609 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.09M as of Q2 2026.
  • Sapient Capital bought 131 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Sapient Capital's portfolio in Q2 2026, its #153 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.