Angeles Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Angeles Wealth 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	$564K	Buy	2,323 +1,383	+147%	+$322K	0.03%	252
2026 Q1	$204K	Buy	940 +86	+10%	+$19.2K	0.01%	403
2025 Q4	$181K	Hold	854	–	–	0.01%	375
2025 Q3	$178K	Sell	854 -276	-24%	-$56.4K	0.01%	342
2025 Q2	$220K	Buy	1,130 +1	+0.1%	+$185	0.02%	312
2025 Q1	$210K	Hold	1,129	–	–	0.02%	276
2024 Q4	$224K	Hold	1,129	–	–	0.02%	268
2024 Q3	$227K	Sell	1,129 -849	-43%	-$163K	0.02%	247
2024 Q2	$361K	Hold	1,978	–	–	0.03%	156
2024 Q1	$380K	Hold	1,978	–	–	0.04%	146
2023 Q4	$356K	Sell	1,978 -48	-2%	-$7.84K	0.04%	134
2023 Q3	$323K	Buy	2,026 +48	+2%	+$8.03K	0.05%	123
2023 Q2	$327K	Hold	1,978	–	–	0.04%	133
2023 Q1	$314K	Hold	1,978	–	–	0.05%	127
2022 Q4	$314K	Hold	1,978	–	–	0.06%	124
2022 Q3	$284K	Hold	1,978	–	–	0.06%	125
2022 Q2	$296K	Hold	1,978	–	–	0.06%	131
2022 Q1	$348K	Buy	+1,978	New	+$344K	0.07%	122

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

Angeles Wealth Management's VBR Position: Q2 2026 in Review

Angeles Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 147% in Q2 2026, buying an estimated $322K and bringing the position to 2,323 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #252.

Angeles Wealth Management first reported a position in VBR in Q1 2022 and has held it in 18 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Angeles Wealth Management held 2,323 shares of Vanguard Morningstar Small-Cap Value ETF worth $564K as of Q2 2026.
Angeles Wealth Management bought 1,383 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $322K.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #252 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.