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 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

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

Baker Tilly Wealth Management's VBR Position: Q2 2026 in Review

Baker Tilly Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 9,085 shares worth $2.21M. The position accounts for 0.47% of the portfolio, ranked #44.

Baker Tilly Wealth Management first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.97M in Q3 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Baker Tilly Wealth Management held 9,085 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.21M as of Q2 2026.
Baker Tilly Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.47% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #44 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Baker Tilly Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.97M in Q3 2025.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.