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Stone House Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Stone House Investment 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 		– Sell
-2
Closed -$426 – 1159
2025
Q4 		$426 Buy
+2
New +$419 ﹤0.01% 735

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AL
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stone House Investment Management's VBR Position: Q1 2026 in Review

Stone House Investment Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 2 shares — an estimated $426 sold.

Stone House Investment Management first reported a position in VBR in Q4 2025 and held it in 1 quarter. The position peaked at $426 in Q4 2025. 1,717 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Stone House Investment Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 2 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $426.
  • Stone House Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Stone House Investment Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $426 in Q4 2025.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.