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 Q2	$664K	Buy	2,733 +48	+2%	+$11.2K	0.23%	77
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 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

Aviso Wealth Management's VBR Position: Q2 2026 in Review

Aviso Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,733 shares worth $664K. The position accounts for 0.23% of the portfolio, ranked #77.

Aviso Wealth Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Aviso Wealth Management held 2,733 shares of Vanguard Morningstar Small-Cap Value ETF worth $664K as of Q2 2026.
Aviso Wealth Management bought 48 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $11.2K.
Vanguard Morningstar Small-Cap Value ETF made up 0.23% of Aviso Wealth Management's portfolio in Q2 2026, its #77 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.