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

WealthCollab’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 		$179K Buy
822
+2
+0.2% +$447 0.07% 85
2025
Q4 		$174K Hold
820
– – 0.07% 88
2025
Q3 		$171K Hold
820
– – 0.08% 78
2025
Q2 		$160K Hold
820
– – 0.09% 74
2025
Q1 		$153K Hold
820
– – 0.09% 72
2024
Q4 		$163K Hold
820
– – 0.1% 70
2024
Q3 		$165K Buy
820
+2
+0.2% +$384 0.11% 70
2024
Q2 		$149K Hold
818
– – 0.11% 70
2024
Q1 		$157K Hold
818
– – 0.12% 64
2023
Q4 		$147K Buy
+818
New +$134K 0.11% 64

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

WealthCollab's VBR Position: Q1 2026 in Review

WealthCollab increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.24% in Q1 2026, buying an estimated $447 and bringing the position to 822 shares worth $179K. The position accounts for 0.07% of the portfolio, ranked #85.

WealthCollab first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • WealthCollab held 822 shares of Vanguard Small-Cap Value ETF worth $179K as of Q1 2026.
  • WealthCollab bought 2 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $447.
  • Vanguard Small-Cap Value ETF made up 0.07% of WealthCollab's portfolio in Q1 2026, its #85 holding.
  • WealthCollab first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.