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Artesa Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Artesa Financial Group’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 		$226K Hold
931
– – 0.19% 54
2026
Q1 		$202K Buy
+931
New +$208K 0.19% 53

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Betterment LLC
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AL
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Artesa Financial Group's VBR Position: Q2 2026 in Review

Artesa Financial Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 931 shares worth $226K. The position accounts for 0.19% of the portfolio, ranked #54.

Artesa Financial Group first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Artesa Financial Group held 931 shares of Vanguard Morningstar Small-Cap Value ETF worth $226K as of Q2 2026.
  • Artesa Financial Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.19% of Artesa Financial Group's portfolio in Q2 2026, its #54 holding.
  • Artesa Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Artesa Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.