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Shuttleworth & Co’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Shuttleworth & Co’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
2025
Q4 		– Sell
-5,144
Closed -$1.07M – 63
2025
Q3 		$1.07M Buy
+5,144
New +$1.05M 0.97% 47

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shuttleworth & Co's VBR Position: Q4 2025 in Review

Shuttleworth & Co sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 5,144 shares — an estimated $1.07M sold.

Shuttleworth & Co first reported a position in VBR in Q3 2025 and held it in 1 quarter. The position peaked at $1.07M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Shuttleworth & Co reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Shuttleworth & Co sold 5,144 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $1.07M.
  • Shuttleworth & Co first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Shuttleworth & Co's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.07M in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Shuttleworth & Co's 13F filing for Q4 2025, filed 13 Feb 2026.