SAM
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Smartleaf Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Smartleaf Asset 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
Q1 		$7.33M Buy
34,539
+4,426
+15% +$989K 0.26% 71
2025
Q4 		$6.44M Buy
30,113
+27,092
+897% +$5.67M 0.24% 75
2025
Q3 		$629K Buy
3,021
+904
+43% +$185K 0.04% 430
2025
Q2 		$415K Sell
2,117
-752
-26% -$139K 0.04% 410
2025
Q1 		$533K Buy
2,869
+1,283
+81% +$253K 0.05% 347
2024
Q4 		$314K Buy
1,586
+237
+18% +$48.7K 0.03% 427
2024
Q3 		$271K Buy
1,349
+494
+58% +$95K 0.03% 416
2024
Q2 		$155K Buy
855
+702
+459% +$130K 0.03% 445
2024
Q1 		$29.2K Sell
153
-4
-3% -$722 0.01% 783
2023
Q4 		$28.6K Buy
+157
New +$25.6K 0.01% 618

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 $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return