Satovsky Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Satovsky Asset Management’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	$212K	Sell	976 -61	-6%	-$13.6K	0.04%	70
2025 Q4	$220K	Buy	1,037 +8	+0.8%	+$1.68K	0.04%	70
2025 Q3	$215K	Buy	1,029 +2	+0.2%	+$409	0.04%	61
2025 Q2	$200K	Sell	1,027 -52	-5%	-$9.63K	0.04%	63
2025 Q1	$201K	Buy	1,079 +6	+0.6%	+$1.19K	0.05%	54
2024 Q4	$213K	Sell	1,073 -53	-5%	-$10.9K	0.05%	48
2024 Q3	$226K	Buy	1,126 +14	+1%	+$2.69K	0.05%	48
2024 Q2	$203K	Buy	+1,112	New	+$205K	0.05%	49

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Satovsky Asset Management's VBR Position: Q1 2026 in Review

Satovsky Asset Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 5.9% in Q1 2026, selling an estimated $13.6K and leaving 976 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #70.

Satovsky Asset Management first reported a position in VBR in Q2 2024 and has held it in 8 quarters since. The position peaked at $226K in Q3 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Satovsky Asset Management held 976 shares of Vanguard Small-Cap Value ETF worth $212K as of Q1 2026.
Satovsky Asset Management sold 61 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $13.6K.
Vanguard Small-Cap Value ETF made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #70 holding.
Satovsky Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Satovsky Asset Management's Vanguard Small-Cap Value ETF position peaked at $226K in Q3 2024.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.