Adamsbrown Wealth Consultants’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Adamsbrown Wealth Consultants’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	$475K	Hold	1,955	–	–	0.09%	87
2026 Q1	$425K	Buy	1,955 +19	+1%	+$4.25K	0.11%	81
2025 Q4	$410K	Hold	1,936	–	–	0.11%	78
2025 Q3	$404K	Sell	1,936 -21	-1%	-$4.29K	0.11%	75
2025 Q2	$382K	Buy	1,957 +21	+1%	+$3.89K	0.11%	66
2025 Q1	$361K	Hold	1,936	–	–	0.11%	65
2024 Q4	$384K	Hold	1,936	–	–	0.13%	61
2024 Q3	$389K	Hold	1,936	–	–	0.13%	52
2024 Q2	$353K	Hold	1,936	–	–	0.14%	56
2024 Q1	$371K	Hold	1,936	–	–	0.15%	50
2023 Q4	$348K	Hold	1,936	–	–	0.15%	50
2023 Q3	$309K	Hold	1,936	–	–	0.15%	53
2023 Q2	$320K	Sell	1,936 -4	-0.2%	-$630	0.17%	52
2023 Q1	$308K	Buy	1,940 +11	+0.6%	+$1.82K	0.18%	53
2022 Q4	$306K	Sell	1,929 -165	-8%	-$26.3K	0.19%	59
2022 Q3	$300K	Hold	2,094	–	–	0.23%	57
2022 Q2	$314K	Hold	2,094	–	–	0.25%	60
2022 Q1	$368K	Buy	2,094 +4	+0.2%	+$695	0.29%	61
2021 Q4	$374K	Buy	+2,090	New	+$372K	0.34%	48

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

Adamsbrown Wealth Consultants's VBR Position: Q2 2026 in Review

Adamsbrown Wealth Consultants held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,955 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #87.

Adamsbrown Wealth Consultants 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.

Adamsbrown Wealth Consultants held 1,955 shares of Vanguard Morningstar Small-Cap Value ETF worth $475K as of Q2 2026.
Adamsbrown Wealth Consultants left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #87 holding.
Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.