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

Wellington 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
2025 Q2	$509K	Buy	+2,612	New	+$483K	0.76%	59

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wellington Capital Management's VBR Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2025: 2,612 shares worth $509K. The stake represents 0.76% of the portfolio and ranks #59 among its holdings.

1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Wellington Capital Management held 2,612 shares of Vanguard Small-Cap Value ETF worth $509K as of Q2 2025.
Vanguard Small-Cap Value ETF was a new Wellington Capital Management position in Q2 2025.
Vanguard Small-Cap Value ETF made up 0.76% of Wellington Capital Management's portfolio in Q2 2025, its #59 holding.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.