Beacon Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Beacon Financial Planning’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 Q1	$249K	Buy	+1,145	New	+$256K	0.1%	69

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Financial Planning's VBR Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 1,145 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings.

1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Beacon Financial Planning held 1,145 shares of Vanguard Morningstar Small-Cap Value ETF worth $249K as of Q1 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Beacon Financial Planning position in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Beacon Financial Planning's portfolio in Q1 2026, its #69 holding.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.