Seed Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Seed Wealth 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	$369K	Hold	1,700	–	–	0.25%	60
2025 Q4	$360K	Hold	1,700	–	–	0.25%	61
2025 Q3	$355K	Sell	1,700 -740	-30%	-$151K	0.25%	70
2025 Q2	$476K	Hold	2,440	–	–	0.35%	71
2025 Q1	$455K	Hold	2,440	–	–	0.37%	71
2024 Q4	$484K	Hold	2,440	–	–	0.39%	65
2024 Q3	$490K	Hold	2,440	–	–	0.39%	67
2024 Q2	$445K	Hold	2,440	–	–	0.39%	65
2024 Q1	$464K	Hold	2,440	–	–	0.44%	58
2023 Q4	$438K	Hold	2,440	–	–	0.44%	57
2023 Q3	$389K	Hold	2,440	–	–	0.44%	61
2023 Q2	$404K	Hold	2,440	–	–	0.43%	64
2023 Q1	$387K	Hold	2,440	–	–	0.44%	57
2022 Q4	$387K	Buy	+2,440	New	+$388K	0.44%	57

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 $3.51B AUM 13.98% 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

Seed Wealth Management's VBR Position: Q1 2026 in Review

Seed Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 1,700 shares worth $369K. The position accounts for 0.25% of the portfolio, ranked #60.

Seed Wealth Management first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $490K in Q3 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Seed Wealth Management held 1,700 shares of Vanguard Small-Cap Value ETF worth $369K as of Q1 2026.
Seed Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Value ETF made up 0.25% of Seed Wealth Management's portfolio in Q1 2026, its #60 holding.
Seed Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Seed Wealth Management's Vanguard Small-Cap Value ETF position peaked at $490K in Q3 2024.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.