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

Barlow 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
Q2 		$354K Hold
1,482
– – 0.04% 109
2026
Q1 		$344K Hold
1,482
– – 0.04% 103
2025
Q4 		$329K Hold
1,482
– – 0.04% 103
2025
Q3 		$308K Sell
1,482
-88
-6% -$18K 0.03% 104
2025
Q2 		$315K Buy
1,570
+92
+6% +$17K 0.04% 101
2025
Q1 		$265K Hold
1,478
– – 0.03% 107
2024
Q4 		$299K Hold
1,478
– – 0.04% 106
2024
Q3 		$293K Hold
1,478
– – 0.04% 117
2024
Q2 		$283K Hold
1,478
– – 0.04% 119
2024
Q1 		$269K Hold
1,478
– – 0.04% 121
2023
Q4 		$266K Buy
+1,478
New +$241K 0.04% 122

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Barlow Wealth Partners's VBR Position: Q2 2026 in Review

Barlow Wealth Partners held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,482 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #109.

Barlow Wealth Partners first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Barlow Wealth Partners held 1,482 shares of Vanguard Morningstar Small-Cap Value ETF worth $354K as of Q2 2026.
  • Barlow Wealth Partners left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Barlow Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.