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Signature Equity Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Signature Equity Partners’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 		$22.1K Sell
91
-83
-48% -$19.3K 0.01% 620
2026
Q1 		$37.7K Sell
174
-2
-1% -$447 0.02% 486
2025
Q4 		$37.3K Buy
+176
New +$36.9K 0.02% 476

Other funds holding VBR

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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 22.9% 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

Signature Equity Partners's VBR Position: Q2 2026 in Review

Signature Equity Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 48% in Q2 2026, selling an estimated $19.3K and leaving 91 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #620.

Signature Equity Partners first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.7K in Q1 2026. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Signature Equity Partners held 91 shares of Vanguard Morningstar Small-Cap Value ETF worth $22.1K as of Q2 2026.
  • Signature Equity Partners sold 83 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $19.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Signature Equity Partners's portfolio in Q2 2026, its #620 holding.
  • Signature Equity Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $37.7K in Q1 2026.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.