4Wealth Advisors
VBR icon

4Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

4Wealth 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
Q3 		$245K Buy
1,052
+10
+1% +$2.44K 0.17% 117
2026
Q2 		$253K Sell
1,042
-52
-5% -$12.1K 0.19% 127
2026
Q1 		$232K Buy
1,094
+24
+2% +$5.36K 0.2% 125
2025
Q4 		$227K Buy
+1,070
New +$224K 0.19% 131

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

4Wealth Advisors's VBR Position: Q3 2026 in Review

4Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.96% in Q3 2026, buying an estimated $2.44K and bringing the position to 1,052 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #117.

4Wealth Advisors first reported a position in VBR in Q4 2025 and has held it in 4 quarters since. The position peaked at $253K in Q2 2026. 1,207 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • 4Wealth Advisors held 1,052 shares of Vanguard Morningstar Small-Cap Value ETF worth $245K as of Q3 2026.
  • 4Wealth Advisors bought 10 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.44K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #117 holding.
  • 4Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 4Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $253K in Q2 2026.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.