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

Atticus 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
Q3 		$473K Sell
2,049
-331
-14% -$80.8K 0.1% 114
2026
Q2 		$578K Sell
2,380
-79
-3% -$18.4K 0.14% 94
2026
Q1 		$534K Sell
2,459
-45
-2% -$10.1K 0.14% 101
2025
Q4 		$530K Buy
2,504
+20
+0.8% +$4.19K 0.13% 104
2025
Q3 		$518K Buy
2,484
+20
+0.8% +$4.09K 0.13% 105
2025
Q2 		$480K Hold
2,464
– – 0.13% 91
2025
Q1 		$459K Sell
2,464
-199
-7% -$39.3K 0.15% 78
2024
Q4 		$528K Buy
2,663
+12
+0.5% +$2.46K 0.16% 69
2024
Q3 		$532K Buy
2,651
+22
+0.8% +$4.23K 0.17% 68
2024
Q2 		$480K Sell
2,629
-572
-18% -$106K 0.16% 67
2024
Q1 		$614K Sell
3,201
-285
-8% -$51.4K 0.2% 62
2023
Q4 		$627K Sell
3,486
-1,170
-25% -$191K 0.22% 57
2023
Q3 		$743K Sell
4,656
-59
-1% -$9.9K 0.28% 51
2023
Q2 		$780K Sell
4,715
-149
-3% -$23.5K 0.29% 47
2023
Q1 		$772K Sell
4,864
-1,358
-22% -$225K 0.3% 51
2022
Q4 		$988K Sell
6,222
-1,254
-17% -$200K 0.41% 47
2022
Q3 		$1.12M Hold
7,476
– – 0.54% 34
2022
Q2 		$1.12M Buy
7,476
+4,601
+160% +$755K 0.47% 46
2022
Q1 		$506K Buy
2,875
+491
+21% +$85.4K 0.18% 87
2021
Q4 		$426K Sell
2,384
-5
-0.2% -$889 0.17% 83
2021
Q3 		$404K Hold
2,389
– – 0.18% 67
2021
Q2 		$415K Sell
2,389
-349
-13% -$60.5K 0.18% 74
2021
Q1 		$453K Sell
2,738
-57
-2% -$8.98K 0.22% 66
2020
Q4 		$397K Buy
2,795
+2,270
+432% +$293K 0.2% 65
2020
Q3 		$58K Sell
525
-210
-29% -$23.5K 0.03% 168
2020
Q2 		$79K Sell
735
-270
-27% -$27.1K 0.05% 145
2020
Q1 		$89K Hold
1,005
– – 0.07% 125
2019
Q4 		$138K Buy
+1,005
New +$133K 0.09% 109

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atticus Wealth Management's VBR Position: Q3 2026 in Review

Atticus Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 14% in Q3 2026, selling an estimated $80.8K and leaving 2,049 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #114.

Atticus Wealth Management first reported a position in VBR in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.12M in Q3 2022. 1,191 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Atticus Wealth Management held 2,049 shares of Vanguard Morningstar Small-Cap Value ETF worth $473K as of Q3 2026.
  • Atticus Wealth Management sold 331 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $80.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.12M in Q3 2022.
  • 1,191 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.