SA
VBR icon

Strategic Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Strategic Advisors’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 		$5M Buy
23,006
+2,815
+14% +$629K 0.83% 34
2025
Q4 		$4.28M Buy
20,191
+13,847
+218% +$2.9M 0.67% 36
2025
Q3 		$1.32M Buy
6,344
+4,556
+255% +$932K 0.21% 89
2025
Q2 		$349K Sell
1,788
-4,615
-72% -$854K 0.07% 138
2025
Q1 		$1.19M Buy
+6,403
New +$1.26M 0.23% 87

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 $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

Strategic Advisors's VBR Position: Q1 2026 in Review

Strategic Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 14% in Q1 2026, buying an estimated $629K and bringing the position to 23,006 shares worth $5M. The position accounts for 0.83% of the portfolio, ranked #34.

Strategic Advisors first reported a position in VBR in Q1 2025 and has held it in 5 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Strategic Advisors held 23,006 shares of Vanguard Small-Cap Value ETF worth $5M as of Q1 2026.
  • Strategic Advisors bought 2,815 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $629K.
  • Vanguard Small-Cap Value ETF made up 0.83% of Strategic Advisors's portfolio in Q1 2026, its #34 holding.
  • Strategic Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.