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

Verus Capital 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 		$2.5M Buy
11,526
+7,365
+177% +$1.65M 0.17% 91
2025
Q4 		$881K Buy
+4,161
New +$871K 0.06% 179
2020
Q1 		$24K Sell
267
-125
-32% -$15.2K 0.01% 752
2019
Q4 		$54K Buy
+392
New +$51.9K 0.02% 576

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 $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 $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

Verus Capital Partners's VBR Position: Q1 2026 in Review

Verus Capital Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 177% in Q1 2026, buying an estimated $1.65M and bringing the position to 11,526 shares worth $2.5M. The position accounts for 0.17% of the portfolio, ranked #91.

Verus Capital Partners first reported a position in VBR in Q4 2019 and has held it in 4 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Verus Capital Partners held 11,526 shares of Vanguard Small-Cap Value ETF worth $2.5M as of Q1 2026.
  • Verus Capital Partners bought 7,365 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $1.65M.
  • Vanguard Small-Cap Value ETF made up 0.17% of Verus Capital Partners's portfolio in Q1 2026, its #91 holding.
  • Verus Capital Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.