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TD Waterhouse Canada’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

TD Waterhouse Canada’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
Q2 		$853K Hold
3,513
– – ﹤0.01% 743
2026
Q1 		$765K Buy
3,513
+1,344
+62% +$300K ﹤0.01% 752
2025
Q4 		$459K Hold
2,169
– – ﹤0.01% 712
2025
Q3 		$454K Sell
2,169
-173
-7% -$35.4K ﹤0.01% 704
2025
Q2 		$465K Buy
2,342
+173
+8% +$32K ﹤0.01% 671
2025
Q1 		$405K Buy
2,169
+2,065
+1,986% +$408K ﹤0.01% 673
2024
Q4 		$20.6K Buy
104
+21
+25% +$4.31K ﹤0.01% 1273
2024
Q3 		$16.5K Hold
83
– – ﹤0.01% 1265
2024
Q2 		$15.1K Sell
83
-22
-21% -$4.06K ﹤0.01% 1276
2024
Q1 		$26.4K Sell
105
-42
-29% -$7.58K ﹤0.01% 1188
2023
Q4 		$34.4K Buy
147
+30
+26% +$4.9K ﹤0.01% 1025
2023
Q3 		$25.1K Sell
117
-15
-11% -$2.51K ﹤0.01% 1061
2023
Q2 		$28.3K Buy
132
+15
+13% +$2.36K ﹤0.01% 1058
2023
Q1 		$25K Buy
117
+2
+2% +$331 ﹤0.01% 1057
2022
Q4 		$24.9K Hold
115
– – ﹤0.01% 1051
2022
Q3 		$23.1K Hold
115
– – ﹤0.01% 1062
2022
Q2 		$22.5K Hold
115
– – ﹤0.01% 1085
2022
Q1 		$25.5K Hold
115
– – ﹤0.01% 1130
2021
Q4 		$26.7K Buy
+115
New +$20.5K ﹤0.01% 1147

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Waterhouse Canada's VBR Position: Q2 2026 in Review

TD Waterhouse Canada held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 3,513 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

TD Waterhouse Canada first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • TD Waterhouse Canada held 3,513 shares of Vanguard Morningstar Small-Cap Value ETF worth $853K as of Q2 2026.
  • TD Waterhouse Canada left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #743 holding.
  • TD Waterhouse Canada first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.