Atwood & Palmer’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Atwood & Palmer’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	$109K	Hold	451	–	–	0.01%	195
2026 Q1	$97.9K	Buy	+451	New	+$101K	0.01%	196
2025 Q3	–	Hold	0	–	–	–	484
2025 Q2	–	Hold	0	–	–	–	511
2025 Q1	–	Hold	0	–	–	–	438
2022 Q2	–	Sell	-180	Closed	-$32K	–	450
2022 Q1	$32K	Hold	180	–	–	﹤0.01%	269
2021 Q4	$32K	Hold	180	–	–	﹤0.01%	272
2021 Q3	$30K	Buy	+180	New	+$30.8K	﹤0.01%	266
2019 Q2	–	Sell	-30	Closed	-$4K	–	334
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	300
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	298
2018 Q3	$4K	Buy	+30	New	+$4.21K	﹤0.01%	287

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

Atwood & Palmer's VBR Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 451 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #195.

Atwood & Palmer first reported a position in VBR in Q3 2018 and has held it in 8 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Atwood & Palmer held 451 shares of Vanguard Morningstar Small-Cap Value ETF worth $109K as of Q2 2026.
Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #195 holding.
Atwood & Palmer first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2018 and has held it in 8 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.