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

Simplicity Wealth’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	$310K	Buy	+1,429	New	+$319K	0.02%	575
2025 Q4	–	Sell	-1,884	Closed	-$393K	–	778
2025 Q3	$393K	Sell	1,884 -2,852	-60%	-$583K	0.02%	499
2025 Q2	$924K	Buy	+4,736	New	+$877K	0.04%	343
2024 Q3	–	Sell	-2,728	Closed	-$498K	–	1174
2024 Q2	$498K	Sell	2,728 -2,896	-51%	-$535K	0.01%	763
2024 Q1	$1.08M	Buy	+5,624	New	+$1.01M	0.03%	498

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Wealth's VBR Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 1,429 shares worth $310K. The stake represents 0.02% of the portfolio and ranks #575 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VBR as recently as Q3 2025.

Simplicity Wealth first reported a position in VBR in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q1 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Simplicity Wealth held 1,429 shares of Vanguard Small-Cap Value ETF worth $310K as of Q1 2026.
Vanguard Small-Cap Value ETF was a new Simplicity Wealth position in Q1 2026.
Vanguard Small-Cap Value ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #575 holding.
Simplicity Wealth first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
Simplicity Wealth's Vanguard Small-Cap Value ETF position peaked at $1.08M in Q1 2024.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.