Aberdeen Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Aberdeen Wealth Management’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	$12.2K	Hold	50	–	–	0.01%	328
2026 Q1	$10.9K	Buy	+50	New	+$11.2K	0.01%	174
2023 Q2	–	Sell	-200	Closed	-$31.8K	–	166
2023 Q1	$31.8K	Hold	200	–	–	0.02%	150
2022 Q4	$31.8K	Hold	200	–	–	0.02%	149
2022 Q3	$29K	Hold	200	–	–	0.03%	144
2022 Q2	$30K	Hold	200	–	–	0.02%	147
2022 Q1	$35K	Buy	+200	New	+$34.8K	0.02%	152

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aberdeen Wealth Management's VBR Position: Q2 2026 in Review

Aberdeen Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 50 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #328.

Aberdeen Wealth Management first reported a position in VBR in Q1 2022 and has held it in 7 quarters since. The position peaked at $35K in Q1 2022. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Aberdeen Wealth Management held 50 shares of Vanguard Morningstar Small-Cap Value ETF worth $12.2K as of Q2 2026.
Aberdeen Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Aberdeen Wealth Management's portfolio in Q2 2026, its #328 holding.
Aberdeen Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 7 quarters since.
Aberdeen Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $35K in Q1 2022.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.