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

Aquire 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	$237K	Sell	974 -151	-13%	-$35.1K	0.05%	48
2026 Q1	$244K	Sell	1,125 -8	-0.7%	-$1.79K	0.06%	46
2025 Q4	$240K	Buy	1,133 +168	+17%	+$35.2K	0.06%	47
2025 Q3	$201K	Buy	+965	New	+$197K	0.05%	47
2022 Q1	–	Sell	-676	Closed	-$121K	–	237
2021 Q4	$121K	Buy	+676	New	+$120K	0.06%	56

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

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

Aquire Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 13% in Q2 2026, selling an estimated $35.1K and leaving 974 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #48.

Aquire Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Aquire Wealth Advisors held 974 shares of Vanguard Morningstar Small-Cap Value ETF worth $237K as of Q2 2026.
Aquire Wealth Advisors sold 151 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $35.1K.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Aquire Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Aquire Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 5 quarters since.
Aquire Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $244K in Q1 2026.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.