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Blom & Howell Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Blom & Howell 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
Q2 		$538K Sell
2,216
-760
-26% -$177K 0.45% 34
2026
Q1 		$647K Sell
2,976
-1,201
-29% -$268K 0.63% 28
2025
Q4 		$885K Buy
+4,177
New +$875K 0.88% 23

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blom & Howell Financial Planning's VBR Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 26% in Q2 2026, selling an estimated $177K and leaving 2,216 shares worth $538K. The position accounts for 0.45% of the portfolio, ranked #34.

Blom & Howell Financial Planning first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $885K in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Blom & Howell Financial Planning held 2,216 shares of Vanguard Morningstar Small-Cap Value ETF worth $538K as of Q2 2026.
  • Blom & Howell Financial Planning sold 760 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.45% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #34 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Vanguard Morningstar Small-Cap Value ETF position peaked at $885K in Q4 2025.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.