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

Aurelius 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 		$8.44M Sell
34,752
-1,918
-5% -$446K 3.33% 9
2026
Q1 		$7.97M Buy
36,670
+491
+1% +$110K 3.46% 9
2025
Q4 		$7.85M Buy
36,179
+1,818
+5% +$381K 3.38% 9
2025
Q3 		$7.17M Sell
34,361
-566
-2% -$116K 3.19% 10
2025
Q2 		$6.81M Sell
34,927
-352
-1% -$65.2K 3.22% 10
2025
Q1 		$6.57M Sell
35,279
-997
-3% -$197K 3.33% 10
2024
Q4 		$7.19M Buy
+36,276
New +$7.45M 3.63% 9

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

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

Aurelius Family Office reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.2% in Q2 2026, selling an estimated $446K and leaving 34,752 shares worth $8.44M. The position accounts for 3.33% of the portfolio, ranked #9.

Aurelius Family Office first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Aurelius Family Office held 34,752 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.44M as of Q2 2026.
  • Aurelius Family Office sold 1,918 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $446K.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.33% of Aurelius Family Office's portfolio in Q2 2026, its #9 holding.
  • Aurelius Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.