Beaumont Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Beaumont Financial Advisors’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	$253K	Hold	1,040	–	–	0.02%	334
2026 Q1	$226K	Sell	1,040 -26	-2%	-$5.81K	0.02%	342
2025 Q4	$226K	Buy	1,066 +56	+6%	+$11.7K	0.01%	343
2025 Q3	$211K	Sell	1,010 -25	-2%	-$5.11K	0.01%	381
2025 Q2	$202K	Buy	+1,035	New	+$192K	0.01%	369
2025 Q1	–	Sell	-1,068	Closed	-$212K	–	388
2024 Q4	$212K	Buy	1,068 +35	+3%	+$7.18K	0.02%	350
2024 Q3	$207K	Buy	+1,033	New	+$199K	0.02%	337

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 $4.08B AUM 12.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Beaumont Financial Advisors's VBR Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,040 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #334.

Beaumont Financial Advisors first reported a position in VBR in Q3 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Beaumont Financial Advisors held 1,040 shares of Vanguard Morningstar Small-Cap Value ETF worth $253K as of Q2 2026.
Beaumont Financial Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #334 holding.
Beaumont Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,772 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.