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Axim Planning & Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Axim Planning & Wealth’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 		$376K Buy
1,548
+126
+9% +$29.3K 0.53% 47
2026
Q1 		$309K Buy
1,422
+190
+15% +$42.5K 0.37% 53
2025
Q4 		$261K Sell
1,232
-40
-3% -$8.38K 0.27% 54
2025
Q3 		$265K Sell
1,272
-36
-3% -$7.36K 0.21% 58
2025
Q2 		$255K Sell
1,308
-250
-16% -$46.3K 0.23% 44
2025
Q1 		$290K Buy
1,558
+60
+4% +$11.9K 0.26% 19
2024
Q4 		$297K Buy
+1,498
New +$308K 0.32% 19

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 22.9% 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

Axim Planning & Wealth's VBR Position: Q2 2026 in Review

Axim Planning & Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,548 shares worth $376K. The position accounts for 0.53% of the portfolio, ranked #47.

Axim Planning & Wealth first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Axim Planning & Wealth held 1,548 shares of Vanguard Morningstar Small-Cap Value ETF worth $376K as of Q2 2026.
  • Axim Planning & Wealth bought 126 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.53% of Axim Planning & Wealth's portfolio in Q2 2026, its #47 holding.
  • Axim Planning & Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.