BCR Wealth Strategies’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

BCR Wealth Strategies’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	$368K	Sell	1,517 -402	-21%	-$93.5K	0.1%	27
2026 Q1	$416K	Sell	1,919 -1,168	-38%	-$261K	0.13%	28
2025 Q4	$653K	Buy	3,087 +1,573	+104%	+$329K	0.22%	19
2025 Q3	$315K	Buy	+1,514	New	+$310K	0.11%	24
2025 Q1	–	Sell	-1,056	Closed	-$209K	–	27
2024 Q4	$209K	Buy	+1,056	New	+$217K	0.1%	25
2022 Q4	–	Sell	-289	Closed	-$41K	–	92
2022 Q3	$41K	Hold	289	–	–	0.04%	46
2022 Q2	$43K	Hold	289	–	–	0.04%	45
2022 Q1	$51K	Hold	289	–	–	0.05%	44
2021 Q4	$52K	Buy	+289	New	+$51.4K	0.05%	43

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

BCR Wealth Strategies's VBR Position: Q2 2026 in Review

BCR Wealth Strategies reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 21% in Q2 2026, selling an estimated $93.5K and leaving 1,517 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #27.

BCR Wealth Strategies first reported a position in VBR in Q4 2021 and has held it in 9 quarters since. The position peaked at $653K in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

BCR Wealth Strategies held 1,517 shares of Vanguard Morningstar Small-Cap Value ETF worth $368K as of Q2 2026.
BCR Wealth Strategies sold 402 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $93.5K.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of BCR Wealth Strategies's portfolio in Q2 2026, its #27 holding.
BCR Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
BCR Wealth Strategies's Vanguard Morningstar Small-Cap Value ETF position peaked at $653K in Q4 2025.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.