Beckerman Institutional’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Beckerman Institutional’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	$735K	Hold	3,024	–	–	0.35%	63
2026 Q1	$657K	Hold	3,024	–	–	0.35%	64
2025 Q4	$640K	Hold	3,024	–	–	0.36%	64
2025 Q3	$631K	Buy	3,024 +1	+0%	+$204	0.37%	61
2025 Q2	$590K	Sell	3,023 -81	-3%	-$15K	0.39%	61
2025 Q1	$578K	Buy	3,104 +162	+6%	+$32K	0.42%	62
2024 Q4	$583K	Buy	2,942 +200	+7%	+$41.1K	0.47%	57
2024 Q3	$551K	Buy	+2,742	New	+$527K	0.46%	56

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

Beckerman Institutional's VBR Position: Q2 2026 in Review

Beckerman Institutional held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 3,024 shares worth $735K. The position accounts for 0.35% of the portfolio, ranked #63.

Beckerman Institutional first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Beckerman Institutional held 3,024 shares of Vanguard Morningstar Small-Cap Value ETF worth $735K as of Q2 2026.
Beckerman Institutional left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.35% of Beckerman Institutional's portfolio in Q2 2026, its #63 holding.
Beckerman Institutional first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.