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Signature Resources Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Signature Resources Capital 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
Q2 		$44.2K Buy
182
+57
+46% +$13.3K 0.02% 161
2026
Q1 		$27.2K Buy
125
+2
+2% +$447 0.01% 185
2025
Q4 		$26.1K Buy
123
+16
+15% +$3.35K 0.01% 185
2025
Q3 		$22.3K Hold
107
– – 0.01% 198
2025
Q2 		$20.9K Sell
107
-5
-4% -$926 0.01% 201
2025
Q1 		$20.9K Buy
112
+58
+107% +$11.5K 0.02% 153
2024
Q4 		$10.7K Buy
54
+4
+8% +$821 0.01% 203
2024
Q3 		$10K Hold
50
– – 0.01% 206
2024
Q2 		$9.13K Hold
50
– – 0.01% 222
2024
Q1 		$9K Hold
50
– – 0.01% 201
2023
Q4 		$9K Buy
+50
New +$8.16K 0.01% 203

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

Signature Resources Capital Management's VBR Position: Q2 2026 in Review

Signature Resources Capital Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 46% in Q2 2026, buying an estimated $13.3K and bringing the position to 182 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #161.

Signature Resources Capital Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Signature Resources Capital Management held 182 shares of Vanguard Morningstar Small-Cap Value ETF worth $44.2K as of Q2 2026.
  • Signature Resources Capital Management bought 57 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Signature Resources Capital Management's portfolio in Q2 2026, its #161 holding.
  • Signature Resources Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.