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

Aaron 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 		$34.5M Sell
142,094
-8,883
-6% -$2.07M 1.75% 12
2026
Q1 		$32.8M Buy
150,977
+12,726
+9% +$2.84M 1.86% 12
2025
Q4 		$29.3M Buy
138,251
+1,571
+1% +$329K 1.6% 13
2025
Q3 		$28.5M Buy
136,680
+40,105
+42% +$8.2M 1.69% 12
2025
Q2 		$18.8M Sell
96,575
-3,533
-4% -$654K 1.92% 10
2025
Q1 		$18.6M Buy
100,108
+3,980
+4% +$786K 2.14% 9
2024
Q4 		$19.1M Buy
96,128
+8,633
+10% +$1.77M 2.21% 10
2024
Q3 		$17.6M Buy
87,495
+10,985
+14% +$2.11M 2.09% 9
2024
Q2 		$14M Buy
76,510
+1,186
+2% +$219K 1.94% 10
2024
Q1 		$14.5M Buy
75,324
+1,144
+2% +$206K 2.07% 10
2023
Q4 		$13.4M Sell
74,180
-225
-0.3% -$36.7K 2.21% 10
2023
Q3 		$11.9M Buy
74,405
+4,667
+7% +$780K 1.53% 11
2023
Q2 		$11.5M Buy
69,738
+5,779
+9% +$910K 1.5% 11
2023
Q1 		$10.2M Buy
63,959
+9,861
+18% +$1.63M 1.4% 14
2022
Q4 		$8.59M Sell
54,098
-778
-1% -$124K 1.25% 15
2022
Q3 		$7.87M Buy
54,876
+5,835
+12% +$927K 1.45% 15
2022
Q2 		$7.35M Sell
49,041
-8,067,774
-99% -$1.32B 1.85% 13
2022
Q1 		$46.1M Buy
8,116,815
+8,071,255
+17,716% +$1.4B 0.64% 26
2021
Q4 		$8.15M Buy
45,560
+1,133
+3% +$201K 2.28% 11
2021
Q3 		$7.52M Buy
44,427
+5,538
+14% +$948K 2.12% 11
2021
Q2 		$6.75M Buy
38,889
+585
+2% +$101K 2.22% 11
2021
Q1 		$6.34M Buy
38,304
+1,825
+5% +$287K 2.33% 11
2020
Q4 		$5.19M Buy
+36,479
New +$4.71M 1.9% 16

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

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

Aaron Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.9% in Q2 2026, selling an estimated $2.07M and leaving 142,094 shares worth $34.5M. The position accounts for 1.75% of the portfolio, ranked #12.

Aaron Wealth Advisors first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. The position peaked at $46.1M in Q1 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Aaron Wealth Advisors held 142,094 shares of Vanguard Morningstar Small-Cap Value ETF worth $34.5M as of Q2 2026.
  • Aaron Wealth Advisors sold 8,883 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.07M.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.75% of Aaron Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $46.1M in Q1 2022.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.