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Seeds Investor’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Seeds Investor’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 		$2.41M Sell
10,588
-352
-3% -$78.7K 0.33% 59
2025
Q4 		$2.32M Buy
10,940
+93
+0.9% +$19.5K 0.44% 42
2025
Q3 		$2.26M Buy
10,847
+172
+2% +$35.2K 0.48% 41
2025
Q2 		$2.08M Sell
10,675
-1,244
-10% -$230K 0.49% 39
2025
Q1 		$2.22M Sell
11,919
-958
-7% -$189K 0.62% 31
2024
Q4 		$2.55M Buy
12,877
+239
+2% +$49.1K 0.73% 28
2024
Q3 		$2.54M Buy
12,638
+3,383
+37% +$650K 0.95% 16
2024
Q2 		$1.69M Buy
+9,255
New +$1.71M 0.87% 16

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seeds Investor's VBR Position: Q1 2026 in Review

Seeds Investor reduced its Vanguard Small-Cap Value ETF (VBR) stake by 3.2% in Q1 2026, selling an estimated $78.7K and leaving 10,588 shares worth $2.41M. The position accounts for 0.33% of the portfolio, ranked #59.

Seeds Investor first reported a position in VBR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2024. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Seeds Investor held 10,588 shares of Vanguard Small-Cap Value ETF worth $2.41M as of Q1 2026.
  • Seeds Investor sold 352 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $78.7K.
  • Vanguard Small-Cap Value ETF made up 0.33% of Seeds Investor's portfolio in Q1 2026, its #59 holding.
  • Seeds Investor first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Seeds Investor's Vanguard Small-Cap Value ETF position peaked at $2.55M in Q4 2024.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.