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180 Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

180 Wealth Advisors’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
Q2 		$2.31M Sell
9,509
-295
-3% -$68.6K 0.23% 107
2026
Q1 		$2.13M Buy
9,804
+73
+0.8% +$16.3K 0.24% 106
2025
Q4 		$2.06M Sell
9,731
-119
-1% -$24.9K 0.23% 101
2025
Q3 		$2.06M Buy
9,850
+62
+0.6% +$12.7K 0.25% 98
2025
Q2 		$1.91M Sell
9,788
-30
-0.3% -$5.55K 0.27% 96
2025
Q1 		$1.83M Sell
9,818
-106
-1% -$20.9K 0.29% 90
2024
Q4 		$1.97M Sell
9,924
-36
-0.4% -$7.39K 0.31% 79
2024
Q3 		$2M Sell
9,960
-2
-0% -$384 0.31% 81
2024
Q2 		$1.87M Sell
9,962
-12
-0.1% -$2.22K 0.3% 83
2024
Q1 		$1.91M Sell
9,974
-78
-0.8% -$14.1K 0.34% 76
2023
Q4 		$1.81M Sell
10,052
-11
-0.1% -$1.8K 0.36% 78
2023
Q3 		$1.6M Sell
10,063
-108
-1% -$18.1K 0.36% 79
2023
Q2 		$1.69M Buy
10,171
+67
+0.7% +$10.5K 0.37% 75
2023
Q1 		$1.6M Buy
10,104
+33
+0.3% +$5.46K 0.37% 78
2022
Q4 		$1.71M Sell
10,071
-184
-2% -$29.3K 0.4% 74
2022
Q3 		$1.47M Sell
10,255
-54
-0.5% -$8.58K 0.4% 73
2022
Q2 		$1.57M Sell
10,309
-83
-0.8% -$13.6K 0.4% 71
2022
Q1 		$1.84M Buy
10,392
+291
+3% +$50.6K 0.4% 70
2021
Q4 		$1.7M Buy
10,101
+793
+9% +$141K 0.38% 76
2021
Q3 		$1.64M Buy
9,308
+326
+4% +$55.8K 0.36% 76
2021
Q2 		$1.56M Buy
8,982
+360
+4% +$62.4K 0.36% 78
2021
Q1 		$1.49M Buy
8,622
+224
+3% +$35.3K 0.37% 80
2020
Q4 		$1.27M Sell
8,398
-71
-0.8% -$9.16K 0.37% 79
2020
Q3 		$1.01M Buy
8,469
+121
+1% +$13.6K 0.38% 73
2020
Q2 		$911K Buy
8,348
+3,884
+87% +$390K 0.36% 76
2020
Q1 		$375K Buy
4,464
+1,445
+48% +$175K 0.19% 131
2019
Q4 		$415K Buy
3,019
+742
+33% +$98.3K 0.17% 148
2019
Q3 		$290K Buy
+2,277
New +$291K 0.13% 196

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 $58.2B AUM 22.78% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

180 Wealth Advisors's VBR Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3% in Q2 2026, selling an estimated $68.6K and leaving 9,509 shares worth $2.31M. The position accounts for 0.23% of the portfolio, ranked #107.

180 Wealth Advisors first reported a position in VBR in Q3 2019 and has held it in 28 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • 180 Wealth Advisors held 9,509 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.31M as of Q2 2026.
  • 180 Wealth Advisors sold 295 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $68.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.23% of 180 Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • 180 Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.