Acorn Financial Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Acorn Financial Advisory Services’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	$1.12M	Sell	4,616 -210	-4%	-$48.8K	0.15%	78
2026 Q1	$1.05M	Buy	4,826 +1	+0%	+$224	0.14%	72
2025 Q4	$1.02M	Sell	4,825 -439	-8%	-$91.9K	0.15%	71
2025 Q3	$1.1M	Sell	5,264 -9	-0.2%	-$1.84K	0.17%	64
2025 Q2	$1.03M	Sell	5,273 -1,729	-25%	-$320K	0.17%	66
2025 Q1	$1.3M	Sell	7,002 -2,468	-26%	-$488K	0.24%	55
2024 Q4	$1.88M	Sell	9,470 -1,119	-11%	-$230K	0.31%	42
2024 Q3	$2.13M	Sell	10,589 -314	-3%	-$60.4K	0.38%	31
2024 Q2	$1.99M	Sell	10,903 -285	-3%	-$52.6K	0.37%	29
2024 Q1	$2.15M	Sell	11,188 -1,320	-11%	-$238K	0.41%	32
2023 Q4	$2.25M	Buy	12,508 +274	+2%	+$44.7K	0.39%	32
2023 Q3	$1.95M	Sell	12,234 -2	-0%	-$334	0.35%	44
2023 Q2	$2.02M	Buy	12,236 +448	+4%	+$70.5K	0.36%	38
2023 Q1	$1.87M	Buy	11,788 +65	+0.6%	+$10.8K	0.36%	35
2022 Q4	$1.86M	Sell	11,723 -637	-5%	-$101K	0.4%	29
2022 Q3	$1.77M	Buy	12,360 +10,154	+460%	+$1.61M	0.42%	29
2022 Q2	$331K	Buy	2,206 +128	+6%	+$21K	0.08%	159
2022 Q1	$366K	Buy	2,078 +205	+11%	+$35.6K	0.07%	165
2021 Q4	$335K	Buy	1,873 +176	+10%	+$31.3K	0.07%	172
2021 Q3	$287K	Buy	1,697 +1	+0.1%	+$171	0.09%	179
2021 Q2	$295K	Hold	1,696	–	–	0.09%	199
2021 Q1	$281K	Buy	1,696 +16	+1%	+$2.52K	0.1%	173
2020 Q4	$239K	Buy	+1,680	New	+$217K	0.09%	196
2020 Q3	–	Sell	-1,990	Closed	-$212K	–	200
2020 Q2	$212K	Buy	+1,990	New	+$200K	0.15%	179

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 22.9% 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

Acorn Financial Advisory Services's VBR Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.4% in Q2 2026, selling an estimated $48.8K and leaving 4,616 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #78.

Acorn Financial Advisory Services first reported a position in VBR in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.25M in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Acorn Financial Advisory Services held 4,616 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.12M as of Q2 2026.
Acorn Financial Advisory Services sold 210 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $48.8K.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #78 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
Acorn Financial Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.25M in Q4 2023.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.