Atlantic Edge Private Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Atlantic Edge Private 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	$8.99K	Hold	37	–	–	﹤0.01%	434
2026 Q1	$8.04K	Hold	37	–	–	﹤0.01%	415
2025 Q4	$7.84K	Hold	37	–	–	﹤0.01%	405
2025 Q3	$7.72K	Hold	37	–	–	﹤0.01%	392
2025 Q2	$7.22K	Sell	37 -42	-53%	-$7.77K	﹤0.01%	393
2025 Q1	$14.7K	Hold	79	–	–	﹤0.01%	318
2024 Q4	$15.7K	Hold	79	–	–	﹤0.01%	299
2024 Q3	$15.9K	Hold	79	–	–	﹤0.01%	296
2024 Q2	$14.4K	Buy	79 +7	+10%	+$1.29K	﹤0.01%	284
2024 Q1	$13.8K	Hold	72	–	–	﹤0.01%	287
2023 Q4	$13K	Buy	+72	New	+$11.8K	0.01%	273

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

Atlantic Edge Private Wealth Management's VBR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 37 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Atlantic Edge Private Wealth Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Atlantic Edge Private Wealth Management held 37 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.99K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #434 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.9K in Q3 2024.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.