STACKSTONE WEALTH, LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

STACKSTONE WEALTH, 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 Q3	$724K	Buy	+3,134	New	+$765K	0.07%	201

Other funds holding VBR

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Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VBR Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 3,134 shares worth $724K. The stake represents 0.07% of the portfolio and ranks #201 among its holdings.

394 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,134 shares of Vanguard Morningstar Small-Cap Value ETF worth $724K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #201 holding.
394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.