AWM
VBR icon

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

Aviso 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
Q1 		$583K Hold
2,685
– – 0.26% 80
2025
Q4 		$569K Sell
2,685
-48
-2% -$10.1K 0.24% 85
2025
Q3 		$570K Buy
2,733
+90
+3% +$18.4K 0.25% 85
2025
Q2 		$515K Buy
2,643
+142
+6% +$26.3K 0.24% 91
2025
Q1 		$466K Sell
2,501
-211
-8% -$41.7K 0.25% 88
2024
Q4 		$537K Hold
2,712
– – 0.27% 85
2024
Q3 		$544K Hold
2,712
– – 0.3% 85
2024
Q2 		$495K Hold
2,712
– – 0.29% 79
2024
Q1 		$520K Buy
2,712
+30
+1% +$5.41K 0.33% 80
2023
Q4 		$483K Buy
+2,682
New +$438K 0.35% 74

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aviso Wealth Management's VBR Position: Q1 2026 in Review

Aviso Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2026 at 2,685 shares worth $583K. The position accounts for 0.26% of the portfolio, ranked #80.

Aviso Wealth Management first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Aviso Wealth Management held 2,685 shares of Vanguard Morningstar Small-Cap Value ETF worth $583K as of Q1 2026.
  • Aviso Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Aviso Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Aviso Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.