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

Apriem 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	$5.39M	Buy	22,173 +1,836	+9%	+$427K	0.47%	39
2026 Q1	$4.42M	Buy	20,337 +14,592	+254%	+$3.26M	0.42%	41
2025 Q4	$1.22M	Sell	5,745 -2	-0%	-$419	0.11%	82
2025 Q3	$1.2M	Buy	5,747 +677	+13%	+$138K	0.11%	85
2025 Q2	$989K	Buy	5,070 +1,824	+56%	+$338K	0.11%	86
2025 Q1	$605K	Buy	3,246 +1,323	+69%	+$261K	0.07%	100
2024 Q4	$381K	Buy	1,923 +623	+48%	+$128K	0.04%	122
2024 Q3	$261K	Buy	+1,300	New	+$250K	0.03%	149
2017 Q2	–	Sell	-25	Closed	-$3K	–	528
2017 Q1	$3K	Buy	+25	New	+$3.07K	﹤0.01%	569

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

Apriem Advisors's VBR Position: Q2 2026 in Review

Apriem Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9% in Q2 2026, buying an estimated $427K and bringing the position to 22,173 shares worth $5.39M. The position accounts for 0.47% of the portfolio, ranked #39.

Apriem Advisors first reported a position in VBR in Q1 2017 and has held it in 9 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Apriem Advisors held 22,173 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.39M as of Q2 2026.
Apriem Advisors bought 1,836 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $427K.
Vanguard Morningstar Small-Cap Value ETF made up 0.47% of Apriem Advisors's portfolio in Q2 2026, its #39 holding.
Apriem Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2017 and has held it in 9 quarters since.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.