Action Point Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Action Point Financial Planning’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	$2.89M	Buy	+11,919	New	+$2.77M	0.29%	72

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

Action Point Financial Planning's VBR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 11,919 shares worth $2.89M. The stake represents 0.29% of the portfolio and ranks #72 among its holdings.

1,755 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Action Point Financial Planning held 11,919 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.89M as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.29% of Action Point Financial Planning's portfolio in Q2 2026, its #72 holding.
1,755 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.