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Sunbelt Securities’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sunbelt Securities’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 		$85.8K Buy
395
+2
+0.5% +$447 0.01% 886
2025
Q4 		$83.3K Sell
393
-2,373
-86% -$497K 0.01% 872
2025
Q3 		$577K Buy
2,766
+2,643
+2,149% +$540K 0.04% 354
2025
Q2 		$24.4K Buy
123
+2
+2% +$370 ﹤0.01% 1120
2025
Q1 		$22.6K Sell
121
-2
-2% -$395 ﹤0.01% 1095
2024
Q4 		$24.3K Buy
123
+1
+0.8% +$205 ﹤0.01% 1119
2024
Q3 		$24.6K Buy
+122
New +$23.5K ﹤0.01% 1120
2024
Q2 		– Sell
-7
Closed -$1.34K – 1815
2024
Q1 		$1.34K Buy
7
+2
+40% +$361 ﹤0.01% 1559
2023
Q4 		$900 Sell
5
-47
-90% -$7.67K ﹤0.01% 1551
2023
Q3 		$8.29K Sell
52
-96
-65% -$16.1K ﹤0.01% 1200
2023
Q2 		$24.5K Buy
148
+13
+10% +$2.05K ﹤0.01% 970
2023
Q1 		$21.1K Buy
+135
New +$22.3K ﹤0.01% 943

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
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 22.96% 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

Sunbelt Securities's VBR Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.51% in Q1 2026, buying an estimated $447 and bringing the position to 395 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #886.

Sunbelt Securities first reported a position in VBR in Q1 2023 and has held it in 12 quarters since. The position peaked at $577K in Q3 2025. 1,713 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Sunbelt Securities held 395 shares of Vanguard Morningstar Small-Cap Value ETF worth $85.8K as of Q1 2026.
  • Sunbelt Securities bought 2 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $447.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #886 holding.
  • Sunbelt Securities first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
  • Sunbelt Securities's Vanguard Morningstar Small-Cap Value ETF position peaked at $577K in Q3 2025.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.