Altus Wealth Group
VBR icon

Altus Wealth Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Altus Wealth Group’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 		– Sell
-852
Closed -$207K – 157
2026
Q2 		$207K Buy
+852
New +$198K 0.07% 146
2021
Q2 		– Sell
-521
Closed -$91K – 162
2021
Q1 		$91K Sell
521
-106
-17% -$16.7K 0.09% 114
2020
Q4 		$89K Buy
+627
New +$80.9K 0.09% 146

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Altus Wealth Group's VBR Position: Q3 2026 in Review

Altus Wealth Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026, closing a stake of 852 shares — an estimated $207K sold.

Altus Wealth Group first reported a position in VBR in Q4 2020 and held it in 3 quarters. The position peaked at $207K in Q2 2026. 1,203 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Altus Wealth Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Altus Wealth Group sold 852 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $207K.
  • Altus Wealth Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and held it in 3 quarters.
  • Altus Wealth Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $207K in Q2 2026.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.