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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$113K Buy
+522
New +$117K 0.01% 980
2025
Q3 		$7.3K Buy
+35
New +$7.16K ﹤0.01% 1620
2025
Q1 		$15.8K Buy
+85
New +$16.8K ﹤0.01% 1337

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 $59.5B AUM 15.92% 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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VBR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 522 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VBR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VBR in Q1 2025 and has held it in 3 quarters since. 1,726 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 522 shares of Vanguard Morningstar Small-Cap Value ETF worth $113K as of Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #980 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,726 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.