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

Baker Tilly 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
Q3 		$2.1M Hold
9,085
– – 0.41% 47
2026
Q2 		$2.21M Hold
9,085
– – 0.47% 44
2026
Q1 		$1.97M Hold
9,085
– – 0.48% 43
2025
Q4 		$1.92M Sell
9,085
-9,937
-52% -$2.08M 0.47% 42
2025
Q3 		$3.97M Buy
+19,022
New +$3.89M 0.9% 28

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Baker Tilly Wealth Management's VBR Position: Q3 2026 in Review

Baker Tilly Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 9,085 shares worth $2.1M. The position accounts for 0.41% of the portfolio, ranked #47.

Baker Tilly Wealth Management first reported a position in VBR in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.97M in Q3 2025. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Baker Tilly Wealth Management held 9,085 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.1M as of Q3 2026.
  • Baker Tilly Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.41% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.97M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.