SJS Investment Consulting’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

SJS Investment Consulting’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	$72.4K	Hold	298	–	–	0.01%	310
2026 Q1	$64.7K	Hold	298	–	–	0.01%	298
2025 Q4	$63.1K	Hold	298	–	–	0.01%	283
2025 Q3	$62.2K	Hold	298	–	–	0.01%	234
2025 Q2	$58.1K	Hold	298	–	–	0.01%	169
2025 Q1	$55.5K	Sell	298 -19	-6%	-$3.75K	0.01%	182
2024 Q4	$62.8K	Sell	317 -15	-5%	-$3.08K	0.01%	171
2024 Q3	$66.7K	Sell	332 -188	-36%	-$36.1K	0.01%	169
2024 Q2	$94.9K	Sell	520 -6	-1%	-$1.11K	0.02%	129
2024 Q1	$101K	Sell	526 -20	-4%	-$3.61K	0.02%	129
2023 Q4	$98.3K	Hold	546	–	–	0.02%	126
2023 Q3	$87.1K	Sell	546 -4	-0.7%	-$669	0.02%	122
2023 Q2	$91K	Sell	550 -54	-9%	-$8.5K	0.02%	113
2023 Q1	$95.9K	Sell	604 -1,008	-63%	-$167K	0.03%	108
2022 Q4	$256K	Sell	1,612 -981	-38%	-$156K	0.08%	63
2022 Q3	$372K	Buy	+2,593	New	+$412K	0.13%	49
2022 Q1	$687K	Buy	3,905 +49	+1%	+$8.52K	0.21%	36
2021 Q4	$690K	Buy	+3,856	New	+$686K	0.21%	36

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SJS Investment Consulting's VBR Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 298 shares worth $72.4K. The position accounts for 0.01% of the portfolio, ranked #310.

SJS Investment Consulting first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $690K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

SJS Investment Consulting held 298 shares of Vanguard Morningstar Small-Cap Value ETF worth $72.4K as of Q2 2026.
SJS Investment Consulting left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #310 holding.
SJS Investment Consulting first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's Vanguard Morningstar Small-Cap Value ETF position peaked at $690K in Q4 2021.
1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.