SB
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Simmons Bank’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Simmons Bank’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 		$2.26M Sell
10,411
-273
-3% -$61K 0.15% 139
2025
Q4 		$2.26M Sell
10,684
-397
-4% -$83.1K 0.15% 137
2025
Q3 		$2.31M Sell
11,081
-854
-7% -$175K 0.15% 132
2025
Q2 		$2.33M Sell
11,935
-1,141
-9% -$211K 0.17% 129
2025
Q1 		$2.44M Sell
13,076
-564
-4% -$111K 0.18% 118
2024
Q4 		$2.7M Sell
13,640
-277
-2% -$56.9K 0.2% 110
2024
Q3 		$2.79M Sell
13,917
-482
-3% -$92.7K 0.2% 117
2024
Q2 		$2.63M Sell
14,399
-856
-6% -$158K 0.2% 115
2024
Q1 		$2.93M Sell
15,255
-190
-1% -$34.3K 0.22% 108
2023
Q4 		$2.78M Sell
15,445
-282
-2% -$46K 0.23% 106
2023
Q3 		$2.51M Sell
15,727
-513
-3% -$85.8K 0.22% 106
2023
Q2 		$2.69M Sell
16,240
-993
-6% -$156K 0.23% 106
2023
Q1 		$2.74M Sell
17,233
-854
-5% -$141K 0.23% 102
2022
Q4 		$2.87M Sell
18,087
-870
-5% -$139K 0.25% 98
2022
Q3 		$2.72M Sell
18,957
-852
-4% -$135K 0.25% 92
2022
Q2 		$2.97M Sell
19,809
-521
-3% -$85.4K 0.26% 92
2022
Q1 		$3.58M Buy
20,330
+4,090
+25% +$711K 0.27% 91
2021
Q4 		$2.9M Sell
16,240
-4,651
-22% -$827K 0.2% 110
2021
Q3 		$3.54M Sell
20,891
-536
-3% -$91.8K 0.26% 89
2021
Q2 		$3.72M Sell
21,427
-51
-0.2% -$8.84K 0.27% 90
2021
Q1 		$3.56M Sell
21,478
-405
-2% -$63.8K 0.27% 87
2020
Q4 		$3.11M Sell
21,883
-394
-2% -$50.8K 0.25% 96
2020
Q3 		$2.46M Sell
22,277
-45
-0.2% -$5.04K 0.2% 113
2020
Q2 		$2.39M Buy
22,322
+445
+2% +$44.7K 0.2% 108
2020
Q1 		$1.94M Buy
21,877
+1,364
+7% +$165K 0.17% 110
2019
Q4 		$2.81M Sell
20,513
-37
-0.2% -$4.9K 0.25% 88
2019
Q3 		$2.65M Buy
20,550
+16
+0.1% +$2.05K 0.26% 89
2019
Q2 		$2.68M Buy
20,534
+670
+3% +$87.1K 0.26% 86
2019
Q1 		$2.56M Sell
19,864
-270
-1% -$34.3K 0.25% 91
2018
Q4 		$2.3M Buy
20,134
+132
+0.7% +$16.7K 0.26% 83
2018
Q3 		$2.79M Buy
20,002
+96
+0.5% +$13.5K 0.27% 78
2018
Q2 		$2.7M Sell
19,906
-404
-2% -$54.2K 0.25% 85
2018
Q1 		$2.63M Buy
20,310
+98
+0.5% +$13K 0.24% 79
2017
Q4 		$2.68M Buy
20,212
+56
+0.3% +$7.29K 0.27% 75
2017
Q3 		$2.58M Sell
20,156
-458
-2% -$56.5K 0.27% 76
2017
Q2 		$2.53M Sell
20,614
-2,265
-10% -$277K 0.28% 69
2017
Q1 		$2.81M Sell
22,879
-2,041
-8% -$251K 0.31% 61
2016
Q4 		$3.02M Sell
24,920
-13,296
-35% -$1.52M 0.34% 60
2016
Q3 		$4.23M Buy
38,216
+411
+1% +$45.1K 0.47% 44
2016
Q2 		$3.98M Buy
37,805
+340
+0.9% +$35.3K 0.44% 43
2016
Q1 		$3.82M Buy
+37,465
New +$3.53M 0.43% 44

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

Simmons Bank's VBR Position: Q1 2026 in Review

Simmons Bank reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.6% in Q1 2026, selling an estimated $61K and leaving 10,411 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #139.

Simmons Bank first reported a position in VBR in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.23M in Q3 2016. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Simmons Bank held 10,411 shares of Vanguard Small-Cap Value ETF worth $2.26M as of Q1 2026.
  • Simmons Bank sold 273 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $61K.
  • Vanguard Small-Cap Value ETF made up 0.15% of Simmons Bank's portfolio in Q1 2026, its #139 holding.
  • Simmons Bank first reported a position in Vanguard Small-Cap Value ETF in Q1 2016 and has held it in 41 quarters since.
  • Simmons Bank's Vanguard Small-Cap Value ETF position peaked at $4.23M in Q3 2016.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.