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Acropolis Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Acropolis Investment 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
Q3 		$3.54M Buy
15,306
+1,028
+7% +$251K 0.14% 63
2026
Q2 		$3.47M Buy
14,278
+630
+5% +$147K 0.14% 64
2026
Q1 		$2.97M Buy
13,648
+260
+2% +$58.1K 0.13% 62
2025
Q4 		$2.84M Buy
13,388
+280
+2% +$58.6K 0.13% 63
2025
Q3 		$2.56M Buy
13,108
+505
+4% +$103K 0.13% 66
2025
Q2 		$2.46M Buy
12,603
+155
+1% +$28.7K 0.14% 61
2025
Q1 		$2.32M Buy
12,448
+210
+2% +$41.5K 0.14% 60
2024
Q4 		$2.43M Sell
12,238
-138
-1% -$28.3K 0.14% 58
2024
Q3 		$2.48M Buy
12,376
+120
+1% +$23.1K 0.15% 57
2024
Q2 		$2.24M Buy
12,256
+105
+0.9% +$19.4K 0.14% 60
2024
Q1 		$2.33M Sell
12,151
-463
-4% -$83.5K 0.15% 55
2023
Q4 		$2.27M Sell
12,614
-595
-5% -$97.1K 0.16% 55
2023
Q3 		$2.11M Sell
13,209
-214
-2% -$35.8K 0.16% 55
2023
Q2 		$2.22M Buy
13,423
+308
+2% +$48.5K 0.17% 57
2023
Q1 		$2.08M Buy
13,115
+409
+3% +$67.7K 0.17% 57
2022
Q4 		$2.02M Buy
12,706
+2,306
+22% +$367K 0.18% 50
2022
Q3 		$1.49M Buy
10,400
+2,506
+32% +$398K 0.15% 60
2022
Q2 		$1.18M Buy
7,894
+2,035
+35% +$334K 0.12% 74
2022
Q1 		$1.03M Buy
5,859
+115
+2% +$20K 0.09% 90
2021
Q4 		$1.03M Buy
5,744
+144
+3% +$25.6K 0.09% 85
2021
Q3 		$886K Buy
5,600
+1,061
+23% +$182K 0.11% 82
2021
Q2 		$788K Buy
4,539
+3,428
+309% +$594K 0.08% 92
2021
Q1 		$184K Buy
+1,111
New +$175K 0.02% 183

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Acropolis Investment Management's VBR Position: Q3 2026 in Review

Acropolis Investment Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.2% in Q3 2026, buying an estimated $251K and bringing the position to 15,306 shares worth $3.54M. The position accounts for 0.14% of the portfolio, ranked #63.

Acropolis Investment Management first reported a position in VBR in Q1 2021 and has held it in 23 quarters since. 91 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Acropolis Investment Management held 15,306 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.54M as of Q3 2026.
  • Acropolis Investment Management bought 1,028 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $251K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.14% of Acropolis Investment Management's portfolio in Q3 2026, its #63 holding.
  • Acropolis Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 23 quarters since.
  • 91 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.