Arrowroot Family Office’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Arrowroot Family Office’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	$863K	Sell	3,551 -2	-0.1%	-$465	0.25%	83
2026 Q1	$772K	Sell	3,553 -3	-0.1%	-$671	0.26%	81
2025 Q4	$753K	Buy	3,556 +14	+0.4%	+$2.93K	0.27%	76
2025 Q3	$739K	Buy	3,542 +15	+0.4%	+$3.07K	0.3%	73
2025 Q2	$688K	Buy	+3,527	New	+$653K	0.31%	72
2023 Q4	–	Sell	-1,324	Closed	-$211K	–	128
2023 Q3	$211K	Sell	1,324 -457	-26%	-$76.4K	0.17%	110
2023 Q2	$295K	Sell	1,781 -63	-3%	-$9.92K	0.22%	102
2023 Q1	$293K	Buy	+1,844	New	+$305K	0.25%	92

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

Arrowroot Family Office's VBR Position: Q2 2026 in Review

Arrowroot Family Office reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.06% in Q2 2026, selling an estimated $465 and leaving 3,551 shares worth $863K. The position accounts for 0.25% of the portfolio, ranked #83.

Arrowroot Family Office first reported a position in VBR in Q1 2023 and has held it in 8 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Arrowroot Family Office held 3,551 shares of Vanguard Morningstar Small-Cap Value ETF worth $863K as of Q2 2026.
Arrowroot Family Office sold 2 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $465.
Vanguard Morningstar Small-Cap Value ETF made up 0.25% of Arrowroot Family Office's portfolio in Q2 2026, its #83 holding.
Arrowroot Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 8 quarters since.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.