Approach Retirement Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Approach Retirement 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	$207K	Buy	+850	New	+$198K	0.15%	81

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Approach Retirement Advisors's VBR Position: Q2 2026 in Review

Approach Retirement Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 850 shares worth $207K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings.

1,110 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Approach Retirement Advisors held 850 shares of Vanguard Morningstar Small-Cap Value ETF worth $207K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Approach Retirement Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Approach Retirement Advisors's portfolio in Q2 2026, its #81 holding.
1,110 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.