Baldwin Wealth Partners
VBR icon

Baldwin Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Baldwin Wealth Partners’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 		$3.08M Sell
13,344
-361
-3% -$88.1K 0.2% 70
2026
Q2 		$3.33M Sell
13,705
-143
-1% -$33.3K 0.22% 68
2026
Q1 		$3.01M Sell
13,848
-1,926
-12% -$431K 0.22% 68
2025
Q4 		$3.34M Buy
15,774
+10
+0.1% +$2.09K 0.21% 67
2025
Q3 		$3.29M Sell
15,764
-272
-2% -$55.6K 0.21% 68
2025
Q2 		$3.13M Buy
16,036
+159
+1% +$29.4K 0.21% 71
2025
Q1 		$2.96M Buy
15,877
+90
+0.6% +$17.8K 0.21% 72
2024
Q4 		$3.13M Buy
15,787
+27
+0.2% +$5.54K 0.22% 73
2024
Q3 		$3.16M Buy
15,760
+65
+0.4% +$12.5K 0.22% 77
2024
Q2 		$2.86M Sell
15,695
-61,220
-80% -$11.3M 0.22% 74
2024
Q1 		$14.8M Sell
76,915
-1,916
-2% -$346K 1.11% 28
2023
Q4 		$14.2M Sell
78,831
-2,082
-3% -$340K 1.11% 29
2023
Q3 		$12.9M Buy
80,913
+1,725
+2% +$288K 1.11% 26
2023
Q2 		$13.1M Sell
79,188
-2,371
-3% -$373K 1.07% 27
2023
Q1 		$12.9M Buy
81,559
+689
+0.9% +$114K 1.13% 27
2022
Q4 		$12.8M Buy
80,870
+78,020
+2,738% +$12.4M 1.16% 28
2022
Q3 		$409K Hold
2,850
– – 0.06% 110
2022
Q2 		$427K Hold
2,850
– – 0.06% 116
2022
Q1 		$501K Hold
2,850
– – 0.05% 119
2021
Q4 		$510K Hold
2,850
– – 0.05% 125
2021
Q3 		$482K Hold
2,850
– – 0.05% 116
2021
Q2 		$495K Buy
2,850
+58
+2% +$10.1K 0.05% 119
2021
Q1 		$462K Hold
2,792
– – 0.05% 114
2020
Q4 		$397K Buy
+2,792
New +$360K 0.05% 122

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Mather Group
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Park Avenue Securities
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Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Modera Wealth Management
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Baldwin Wealth Partners's VBR Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.6% in Q3 2026, selling an estimated $88.1K and leaving 13,344 shares worth $3.08M. The position accounts for 0.2% of the portfolio, ranked #70.

Baldwin Wealth Partners first reported a position in VBR in Q4 2020 and has held it in 24 quarters since. The position peaked at $14.8M in Q1 2024. 815 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Baldwin Wealth Partners held 13,344 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.08M as of Q3 2026.
  • Baldwin Wealth Partners sold 361 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $88.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.2% of Baldwin Wealth Partners's portfolio in Q3 2026, its #70 holding.
  • Baldwin Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Baldwin Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $14.8M in Q1 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.