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SBI Securities’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

SBI Securities’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 		$527K Sell
2,170
-2
-0.1% -$465 0.01% 411
2026
Q1 		$472K Buy
2,172
+17
+0.8% +$3.8K 0.01% 417
2025
Q4 		$456K Buy
2,155
+8
+0.4% +$1.68K 0.01% 415
2025
Q3 		$448K Hold
2,147
– – 0.01% 418
2025
Q2 		$419K Sell
2,147
-354
-14% -$65.5K 0.01% 403
2025
Q1 		$466K Buy
2,501
+68
+3% +$13.4K 0.02% 350
2024
Q4 		$482K Buy
+2,433
New +$499K 0.01% 351

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

SBI Securities's VBR Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.09% in Q2 2026, selling an estimated $465 and leaving 2,170 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #411.

SBI Securities first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • SBI Securities held 2,170 shares of Vanguard Morningstar Small-Cap Value ETF worth $527K as of Q2 2026.
  • SBI Securities sold 2 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $465.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #411 holding.
  • SBI Securities first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.