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Tranquility Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Tranquility Partners’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 		$1.89M Buy
8,699
+428
+5% +$95.7K 0.71% 36
2025
Q4 		$1.75M Sell
8,271
-230
-3% -$48.2K 0.63% 38
2025
Q3 		$1.77M Sell
8,501
-1,533
-15% -$313K 0.6% 39
2025
Q2 		$1.96M Buy
10,034
+47
+0.5% +$8.7K 0.7% 35
2025
Q1 		$1.86M Buy
9,987
+165
+2% +$32.6K 0.72% 34
2024
Q4 		$1.96M Sell
9,822
-80
-0.8% -$16.4K 0.74% 34
2024
Q3 		$1.99M Sell
9,902
-126
-1% -$24.2K 0.72% 36
2024
Q2 		$1.83M Buy
10,028
+129
+1% +$23.8K 0.7% 33
2024
Q1 		$1.9M Buy
9,899
+72
+0.7% +$13K 0.73% 32
2023
Q4 		$1.77M Sell
9,827
-826
-8% -$135K 0.74% 34
2023
Q3 		$1.7M Buy
10,653
+1,214
+13% +$203K 0.73% 33
2023
Q2 		$1.56M Buy
9,439
+274
+3% +$43.1K 0.67% 39
2023
Q1 		$1.46M Buy
9,165
+177
+2% +$29.3K 0.69% 39
2022
Q4 		$1.43M Buy
8,988
+1,477
+20% +$235K 0.73% 36
2022
Q3 		$1.08M Sell
7,511
-208
-3% -$33K 0.6% 46
2022
Q2 		$1.16M Buy
7,719
+482
+7% +$79K 0.6% 44
2022
Q1 		$1.27M Buy
7,237
+526
+8% +$91.5K 0.6% 45
2021
Q4 		$1.2M Buy
6,711
+422
+7% +$75K 0.56% 50
2021
Q3 		$1.06M Buy
6,289
+188
+3% +$32.2K 0.54% 52
2021
Q2 		$1.06M Buy
6,101
+1
+0% +$173 0.6% 51
2021
Q1 		$1.01M Buy
6,100
+11
+0.2% +$1.73K 0.63% 50
2020
Q4 		$866K Buy
6,089
+3
+0% +$387 0.61% 59
2020
Q3 		$673K Sell
6,086
-736
-11% -$82.5K 0.57% 56
2020
Q2 		$729K Buy
6,822
+4,069
+148% +$408K 0.69% 44
2020
Q1 		$244K Sell
2,753
-1,723
-38% -$209K 0.28% 103
2019
Q4 		$614K Buy
4,476
+923
+26% +$122K 0.55% 56
2019
Q3 		$458K Buy
3,553
+564
+19% +$72.2K 0.49% 62
2019
Q2 		$390K Buy
+2,989
New +$389K 0.42% 78

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

Tranquility Partners's VBR Position: Q1 2026 in Review

Tranquility Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 5.2% in Q1 2026, buying an estimated $95.7K and bringing the position to 8,699 shares worth $1.89M. The position accounts for 0.71% of the portfolio, ranked #36.

Tranquility Partners first reported a position in VBR in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.99M in Q3 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Tranquility Partners held 8,699 shares of Vanguard Small-Cap Value ETF worth $1.89M as of Q1 2026.
  • Tranquility Partners bought 428 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $95.7K.
  • Vanguard Small-Cap Value ETF made up 0.71% of Tranquility Partners's portfolio in Q1 2026, its #36 holding.
  • Tranquility Partners first reported a position in Vanguard Small-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Tranquility Partners's Vanguard Small-Cap Value ETF position peaked at $1.99M in Q3 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.