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Tandem Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tandem Financial’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 		$262K Buy
+1,205
New +$269K 0.08% 87
2025
Q4 		– Sell
-1,205
Closed -$253K – 86
2025
Q3 		$253K Buy
+1,205
New +$246K 0.09% 80

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 $58.2B AUM 22.78% 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 $4.05B AUM 19.01% 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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tandem Financial's VBR Position: Q1 2026 in Review

Tandem Financial opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 1,205 shares worth $262K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings. This is a return to the name: Tandem Financial previously reported a position in VBR as recently as Q3 2025.

Tandem Financial first reported a position in VBR in Q3 2025 and has held it in 2 quarters since. 1,705 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Tandem Financial held 1,205 shares of Vanguard Morningstar Small-Cap Value ETF worth $262K as of Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Tandem Financial position in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.08% of Tandem Financial's portfolio in Q1 2026, its #87 holding.
  • Tandem Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.