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

Aprio 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 		– Sell
-1,231
Closed -$268K – 662
2026
Q1 		$268K Buy
+1,231
New +$275K 0.01% 516
2022
Q1 		– Sell
-1,885
Closed -$337K – 93
2021
Q4 		$337K Buy
+1,885
New +$335K 0.14% 54

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Aprio Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 1,231 shares — an estimated $268K sold.

Aprio Wealth Management first reported a position in VBR in Q4 2021 and held it in 2 quarters. The position peaked at $337K in Q4 2021. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Aprio Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,231 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $268K.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and held it in 2 quarters.
  • Aprio Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $337K in Q4 2021.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.