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

Abound 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 		$240K Buy
987
+82
+9% +$19.1K 0.05% 89
2026
Q1 		$197K Sell
905
-44
-5% -$9.84K 0.04% 94
2025
Q4 		$201K Sell
949
-19
-2% -$3.98K 0.05% 88
2025
Q3 		$202K Buy
968
+102
+12% +$20.9K 0.05% 85
2025
Q2 		$169K Sell
866
-37
-4% -$6.85K 0.05% 89
2025
Q1 		$168K Buy
903
+545
+152% +$108K 0.06% 82
2024
Q4 		$71K Hold
358
– – 0.02% 141
2024
Q3 		$71.9K Buy
358
+76
+27% +$14.6K 0.02% 133
2024
Q2 		$51.5K Buy
282
+62
+28% +$11.5K 0.02% 146
2024
Q1 		$42.3K Buy
220
+26
+13% +$4.69K 0.02% 163
2023
Q4 		$34.9K Sell
194
-250
-56% -$40.8K 0.01% 180
2023
Q3 		$70.9K Buy
444
+58
+15% +$9.7K 0.03% 102
2023
Q2 		$63.9K Sell
386
-1
-0.3% -$157 0.03% 110
2023
Q1 		$61.5K Sell
387
-11
-3% -$1.82K 0.03% 109
2022
Q4 		$63.1K Buy
398
+71
+22% +$11.3K 0.03% 95
2022
Q3 		$46.9K Buy
327
+10
+3% +$1.59K 0.03% 118
2022
Q2 		$47.4K Buy
317
+55
+21% +$9.02K 0.03% 66
2022
Q1 		$46K Sell
262
-66
-20% -$11.5K 0.03% 66
2021
Q4 		$58.6K Buy
+328
New +$58.3K 0.05% 64

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

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

Abound Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.1% in Q2 2026, buying an estimated $19.1K and bringing the position to 987 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #89.

Abound Wealth Management first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Abound Wealth Management held 987 shares of Vanguard Morningstar Small-Cap Value ETF worth $240K as of Q2 2026.
  • Abound Wealth Management bought 82 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $19.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Abound Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.