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Veery Capital’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Veery Capital’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 		$14M Buy
57,527
+1,414
+3% +$329K 3.75% 9
2026
Q1 		$12.2M Buy
56,113
+1,530
+3% +$342K 3.74% 10
2025
Q4 		$11.6M Buy
54,583
+673
+1% +$141K 3.55% 11
2025
Q3 		$11.3M Buy
53,910
+1,689
+3% +$345K 3.55% 11
2025
Q2 		$10.2M Buy
52,221
+3,078
+6% +$570K 3.5% 11
2025
Q1 		$9.15M Buy
49,143
+2,320
+5% +$458K 3.56% 10
2024
Q4 		$9.28M Buy
46,823
+8,046
+21% +$1.65M 3.55% 11
2024
Q3 		$7.79M Buy
38,777
+15,703
+68% +$3.02M 2.92% 12
2024
Q2 		$4.21M Buy
23,074
+804
+4% +$149K 1.71% 17
2024
Q1 		$4.27M Buy
22,270
+280
+1% +$50.5K 1.75% 15
2023
Q4 		$3.96M Sell
21,990
-153
-0.7% -$25K 1.77% 14
2023
Q3 		$3.53M Buy
22,143
+949
+4% +$159K 1.72% 15
2023
Q2 		$3.51M Buy
21,194
+1,448
+7% +$228K 1.65% 14
2023
Q1 		$3.13M Sell
19,746
-99
-0.5% -$16.4K 1.67% 13
2022
Q4 		$3.15M Buy
19,845
+542
+3% +$86.3K 1.86% 11
2022
Q3 		$2.77M Buy
19,303
+905
+5% +$144K 1.77% 12
2022
Q2 		$2.76M Buy
18,398
+1,897
+11% +$311K 1.69% 11
2022
Q1 		$2.9M Buy
16,501
+528
+3% +$91.8K 1.61% 12
2021
Q4 		$2.86M Buy
15,973
+408
+3% +$72.6K 1.5% 14
2021
Q3 		$2.63M Buy
15,565
+948
+6% +$162K 1.49% 14
2021
Q2 		$2.54M Buy
14,617
+808
+6% +$140K 1.48% 15
2021
Q1 		$2.29M Buy
13,809
+318
+2% +$50.1K 1.45% 16
2020
Q4 		$1.92M Buy
+13,491
New +$1.74M 1.29% 17

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
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

Veery Capital's VBR Position: Q2 2026 in Review

Veery Capital increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.5% in Q2 2026, buying an estimated $329K and bringing the position to 57,527 shares worth $14M. The position accounts for 3.75% of the portfolio, ranked #9.

Veery Capital first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Veery Capital held 57,527 shares of Vanguard Morningstar Small-Cap Value ETF worth $14M as of Q2 2026.
  • Veery Capital bought 1,414 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $329K.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.75% of Veery Capital's portfolio in Q2 2026, its #9 holding.
  • Veery Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.