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TBH Global Asset Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

TBH Global 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 		– Sell
-1,985
Closed -$507K – 285
2025
Q4 		$507K Buy
+1,985
New +$416K 0.08% 164

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

TBH Global Asset Management's VBR Position: Q1 2026 in Review

TBH Global Asset Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 1,985 shares — an estimated $507K sold.

TBH Global Asset Management first reported a position in VBR in Q4 2025 and held it in 1 quarter. The position peaked at $507K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • TBH Global Asset Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • TBH Global Asset Management sold 1,985 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $507K.
  • TBH Global Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • TBH Global Asset Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $507K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.