AMM
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American Money Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

American Money 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
Q2 		$952K Sell
3,916
-35
-0.9% -$8.14K 0.14% 84
2026
Q1 		$858K Sell
3,951
-8
-0.2% -$1.79K 0.14% 80
2025
Q4 		$839K Buy
3,959
+183
+5% +$38.3K 0.13% 77
2025
Q3 		$788K Sell
3,776
-27
-0.7% -$5.52K 0.13% 78
2025
Q2 		$742K Sell
3,803
-139
-4% -$25.7K 0.13% 76
2025
Q1 		$734K Buy
3,942
+14
+0.4% +$2.77K 0.14% 75
2024
Q4 		$778K Sell
3,928
-73
-2% -$15K 0.15% 72
2024
Q3 		$803K Sell
4,001
-167
-4% -$32.1K 0.16% 73
2024
Q2 		$761K Sell
4,168
-32
-0.8% -$5.91K 0.16% 75
2024
Q1 		$806K Sell
4,200
-531
-11% -$95.8K 0.17% 78
2023
Q4 		$851K Sell
4,731
-29
-0.6% -$4.73K 0.19% 73
2023
Q3 		$759K Sell
4,760
-78
-2% -$13K 0.19% 74
2023
Q2 		$800K Buy
4,838
+15
+0.3% +$2.36K 0.2% 74
2023
Q1 		$766K Sell
4,823
-176
-4% -$29.1K 0.2% 75
2022
Q4 		$794K Sell
4,999
-21
-0.4% -$3.34K 0.23% 73
2022
Q3 		$720K Buy
5,020
+18
+0.4% +$2.86K 0.22% 76
2022
Q2 		$749K Buy
5,002
+13
+0.3% +$2.13K 0.22% 74
2022
Q1 		$878K Sell
4,989
-21
-0.4% -$3.65K 0.23% 71
2021
Q4 		$896K Buy
5,010
+18
+0.4% +$3.2K 0.23% 70
2021
Q3 		$845K Buy
+4,992
New +$855K 0.24% 70

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Money Management's VBR Position: Q2 2026 in Review

American Money Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.89% in Q2 2026, selling an estimated $8.14K and leaving 3,916 shares worth $952K. The position accounts for 0.14% of the portfolio, ranked #84.

American Money Management first reported a position in VBR in Q3 2021 and has held it in 20 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • American Money Management held 3,916 shares of Vanguard Morningstar Small-Cap Value ETF worth $952K as of Q2 2026.
  • American Money Management sold 35 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $8.14K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.14% of American Money Management's portfolio in Q2 2026, its #84 holding.
  • American Money Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.