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VBR icon

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

SignatureFD’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 		$1.01M Buy
4,641
+990
+27% +$221K 0.02% 391
2025
Q4 		$773K Buy
3,651
+7
+0.2% +$1.47K 0.01% 451
2025
Q3 		$760K Buy
3,644
+393
+12% +$80.4K 0.01% 454
2025
Q2 		$634K Buy
3,251
+1,384
+74% +$256K 0.01% 486
2025
Q1 		$348K Buy
1,867
+13
+0.7% +$2.57K 0.01% 664
2024
Q4 		$368K Buy
1,854
+320
+21% +$65.7K 0.01% 638
2024
Q3 		$308K Sell
1,534
-90
-6% -$17.3K 0.01% 684
2024
Q2 		$296K Buy
1,624
+73
+5% +$13.5K 0.01% 671
2024
Q1 		$298K Buy
1,551
+254
+20% +$45.8K 0.01% 688
2023
Q4 		$233K Sell
1,297
-19
-1% -$3.1K 0.01% 736
2023
Q3 		$210K Sell
1,316
-366
-22% -$61.2K 0.01% 729
2023
Q2 		$278K Buy
1,682
+117
+7% +$18.4K 0.01% 632
2023
Q1 		$248K Sell
1,565
-148
-9% -$24.5K 0.01% 649
2022
Q4 		$272K Buy
1,713
+64
+4% +$10.2K 0.01% 598
2022
Q3 		$236K Sell
1,649
-33
-2% -$5.24K 0.01% 620
2022
Q2 		$252K Buy
1,682
+133
+9% +$21.8K 0.01% 606
2022
Q1 		$273K Buy
1,549
+118
+8% +$20.5K 0.01% 616
2021
Q4 		$256K Sell
1,431
-18
-1% -$3.2K 0.01% 620
2021
Q3 		$245K Buy
1,449
+176
+14% +$30.1K 0.01% 613
2021
Q2 		$221K Buy
1,273
+1
+0.1% +$173 0.01% 629
2021
Q1 		$211K Buy
1,272
+681
+115% +$107K 0.01% 560
2020
Q4 		$84K Sell
591
-33
-5% -$4.26K ﹤0.01% 856
2020
Q3 		$69K Sell
624
-23
-4% -$2.58K ﹤0.01% 848
2020
Q2 		$69K Sell
647
-55
-8% -$5.52K ﹤0.01% 829
2020
Q1 		$62K Sell
702
-1,884
-73% -$229K 0.01% 814
2019
Q4 		$354K Buy
2,586
+1,523
+143% +$202K 0.03% 315
2019
Q3 		$137K Buy
1,063
+100
+10% +$12.8K 0.01% 540
2019
Q2 		$126K Sell
963
-54
-5% -$7.02K 0.01% 543
2019
Q1 		$131K Hold
1,017
– – 0.01% 534
2018
Q4 		$116K Sell
1,017
-162
-14% -$20.5K 0.01% 534
2018
Q3 		$164K Buy
1,179
+41
+4% +$5.75K 0.02% 475
2018
Q2 		$155K Sell
1,138
-47
-4% -$6.31K 0.02% 465
2018
Q1 		$153K Buy
+1,185
New +$157K 0.02% 397
2017
Q3 		– Sell
-3,775
Closed -$464K – 331
2017
Q2 		$464K Buy
3,775
+70
+2% +$8.56K 0.07% 122
2017
Q1 		$455K Buy
3,705
+1,883
+103% +$231K 0.07% 133
2016
Q4 		$220K Buy
1,822
+247
+16% +$28.3K 0.04% 201
2016
Q3 		$174K Buy
1,575
+1,252
+388% +$137K 0.03% 253
2016
Q2 		$34K Buy
323
+142
+78% +$14.7K 0.01% 570
2016
Q1 		$18K Buy
181
+62
+52% +$5.83K ﹤0.01% 706
2015
Q4 		$12K Sell
119
-52
-30% -$5.3K ﹤0.01% 699
2015
Q3 		$17K Sell
171
-26
-13% -$2.7K ﹤0.01% 574
2015
Q2 		$21K Hold
197
– – ﹤0.01% 467
2015
Q1 		$22K Buy
197
+122
+163% +$13K 0.01% 415
2014
Q4 		$8K Buy
+75
New +$7.73K ﹤0.01% 529

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

SignatureFD's VBR Position: Q1 2026 in Review

SignatureFD increased its Vanguard Small-Cap Value ETF (VBR) stake by 27% in Q1 2026, buying an estimated $221K and bringing the position to 4,641 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #391.

SignatureFD first reported a position in VBR in Q4 2014 and has held it in 44 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • SignatureFD held 4,641 shares of Vanguard Small-Cap Value ETF worth $1.01M as of Q1 2026.
  • SignatureFD bought 990 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $221K.
  • Vanguard Small-Cap Value ETF made up 0.02% of SignatureFD's portfolio in Q1 2026, its #391 holding.
  • SignatureFD first reported a position in Vanguard Small-Cap Value ETF in Q4 2014 and has held it in 44 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.