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Vise Technologies’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Vise Technologies’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 		$4.54M Hold
21,450
– – 0.09% 184
2025
Q4 		$4.54M Buy
21,450
+14,919
+228% +$3.12M 0.09% 185
2025
Q3 		$1.36M Sell
6,531
-23,919
-79% -$4.89M 0.05% 346
2025
Q2 		$5.94M Buy
+30,450
New +$5.64M 0.25% 82

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

Vise Technologies's VBR Position: Q1 2026 in Review

Vise Technologies held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 21,450 shares worth $4.54M. The position accounts for 0.09% of the portfolio, ranked #184.

Vise Technologies first reported a position in VBR in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.94M in Q2 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Vise Technologies held 21,450 shares of Vanguard Small-Cap Value ETF worth $4.54M as of Q1 2026.
  • Vise Technologies left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.09% of Vise Technologies's portfolio in Q1 2026, its #184 holding.
  • Vise Technologies first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Vise Technologies's Vanguard Small-Cap Value ETF position peaked at $5.94M in Q2 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.