Victory Capital Management
VBR icon

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

Victory Capital Management’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 		$2.04M Hold
8,408
– – ﹤0.01% 1615
2026
Q1 		$1.83M Hold
8,408
– – ﹤0.01% 1626
2025
Q4 		$1.78M Hold
8,408
– – ﹤0.01% 1614
2025
Q3 		$1.75M Hold
8,408
– – ﹤0.01% 1632
2025
Q2 		$1.64M Hold
8,408
– – ﹤0.01% 1644
2025
Q1 		$1.57M Hold
8,408
– – ﹤0.01% 1601
2024
Q4 		$1.67M Hold
8,408
– – ﹤0.01% 1575
2024
Q3 		$1.69M Hold
8,408
– – ﹤0.01% 1537
2024
Q2 		$1.53M Hold
8,408
– – ﹤0.01% 1524
2024
Q1 		$1.61M Sell
8,408
-1,518
-15% -$274K ﹤0.01% 1517
2023
Q4 		$1.79M Sell
9,926
-1,590
-14% -$260K ﹤0.01% 1458
2023
Q3 		$1.84M Hold
11,516
– – ﹤0.01% 1422
2023
Q2 		$1.9M Hold
11,516
– – ﹤0.01% 1406
2023
Q1 		$1.83M Sell
11,516
-1
-0% -$166 ﹤0.01% 1436
2022
Q4 		$1.83M Sell
11,517
-117,174
-91% -$18.7M ﹤0.01% 1470
2022
Q3 		$18.5M Hold
128,691
– – 0.02% 848
2022
Q2 		$19.3M Hold
128,691
– – 0.02% 845
2022
Q1 		$21.2M Buy
128,691
+20,966
+19% +$3.65M 0.02% 865
2021
Q4 		$19.3M Hold
107,725
– – 0.02% 926
2021
Q3 		$18.2M Sell
107,725
-3,206
-3% -$549K 0.02% 926
2021
Q2 		$19.3M Sell
110,931
-3,086
-3% -$535K 0.02% 911
2021
Q1 		$18.9M Sell
114,017
-939
-0.8% -$148K 0.02% 934
2020
Q4 		$16.3M Hold
114,956
– – 0.02% 957
2020
Q3 		$12.7M Sell
114,956
-55,734
-33% -$6.25M 0.02% 962
2020
Q2 		$18.3M Hold
170,690
– – 0.02% 816
2020
Q1 		$15.2M Sell
170,690
-63,719
-27% -$7.73M 0.03% 775
2019
Q4 		$32.1M Buy
234,409
+13,083
+6% +$1.73M 0.04% 647
2019
Q3 		$28.5M Buy
+221,326
New +$28.3M 0.04% 661

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

Victory Capital Management's VBR Position: Q2 2026 in Review

Victory Capital Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 8,408 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Victory Capital Management first reported a position in VBR in Q3 2019 and has held it in 28 quarters since. The position peaked at $32.1M in Q4 2019. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Victory Capital Management held 8,408 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.04M as of Q2 2026.
  • Victory Capital Management 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 Victory Capital Management's portfolio in Q2 2026, its #1615 holding.
  • Victory Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
  • Victory Capital Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $32.1M in Q4 2019.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.