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Verus Capital Partners’s Vanguard Morningstar 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
Q2 		$481K Sell
1,979
-9,547
-83% -$2.22M 0.03% 309
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 $1.55T 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

Verus Capital Partners's VBR Position: Q2 2026 in Review

Verus Capital Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 83% in Q2 2026, selling an estimated $2.22M and leaving 1,979 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #309.

Verus Capital Partners first reported a position in VBR in Q4 2019 and has held it in 5 quarters since. The position peaked at $2.5M in Q1 2026. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Verus Capital Partners held 1,979 shares of Vanguard Morningstar Small-Cap Value ETF worth $481K as of Q2 2026.
  • Verus Capital Partners sold 9,547 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.22M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #309 holding.
  • Verus Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 5 quarters since.
  • Verus Capital Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.5M in Q1 2026.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.