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

WIT LLC’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 		$54.3M Hold
250,167
– – 1.03% 13
2025
Q4 		$53M Hold
250,167
– – 1.06% 11
2025
Q3 		$52.2M Hold
250,167
– – 1.18% 11
2025
Q2 		$48.8M Buy
+250,167
New +$46.3M 1.21% 12
2022
Q2 		– Sell
-433
Closed -$76.2K – 17
2022
Q1 		$76.2K Buy
+433
New +$75.3K 1.5% 11

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 $3.51B AUM 13.98% 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

WIT LLC's VBR Position: Q1 2026 in Review

WIT LLC held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 250,167 shares worth $54.3M. The position accounts for 1.03% of the portfolio, ranked #13.

WIT LLC first reported a position in VBR in Q1 2022 and has held it in 5 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • WIT LLC held 250,167 shares of Vanguard Small-Cap Value ETF worth $54.3M as of Q1 2026.
  • WIT LLC left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 1.03% of WIT LLC's portfolio in Q1 2026, its #13 holding.
  • WIT LLC first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on WIT LLC's 13F filing for Q1 2026, filed 15 May 2026.