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Amplius Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Amplius Wealth Advisors’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 		$343K Buy
1,413
+111
+9% +$25.8K 0.03% 160
2026
Q1 		$283K Buy
1,302
+1
+0.1% +$224 0.02% 148
2025
Q4 		$276K Hold
1,301
– – 0.02% 146
2025
Q3 		$272K Sell
1,301
-290
-18% -$59.3K 0.02% 150
2025
Q2 		$310K Hold
1,591
– – 0.03% 151
2025
Q1 		$296K Buy
1,591
+7
+0.4% +$1.38K 0.03% 139
2024
Q4 		$314K Hold
1,584
– – 0.03% 133
2024
Q3 		$318K Sell
1,584
-37
-2% -$7.11K 0.03% 126
2024
Q2 		$296K Buy
1,621
+3
+0.2% +$554 0.03% 129
2024
Q1 		$310K Sell
1,618
-31
-2% -$5.59K 0.03% 125
2023
Q4 		$297K Sell
1,649
-56
-3% -$9.14K 0.04% 124
2023
Q3 		$272K Buy
1,705
+118
+7% +$19.7K 0.04% 127
2023
Q2 		$262K Sell
1,587
-332
-17% -$52.3K 0.04% 130
2023
Q1 		$305K Sell
1,919
-396
-17% -$65.6K 0.04% 123
2022
Q4 		$368K Sell
2,315
-1,050
-31% -$167K 0.06% 107
2022
Q3 		$483K Sell
3,365
-71,628
-96% -$11.4M 0.09% 86
2022
Q2 		$11.2M Buy
+74,993
New +$12.3M 1.82% 20
2022
Q1 		– Sell
-263
Closed -$47K – 868
2021
Q4 		$47K Buy
+263
New +$46.8K 0.01% 343

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

Amplius Wealth Advisors's VBR Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,413 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #160.

Amplius Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2M in Q2 2022. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Amplius Wealth Advisors held 1,413 shares of Vanguard Morningstar Small-Cap Value ETF worth $343K as of Q2 2026.
  • Amplius Wealth Advisors bought 111 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $11.2M in Q2 2022.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.