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BlueSky Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

BlueSky Wealth 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 		$4.59M Sell
18,875
-1,487
-7% -$346K 0.53% 34
2026
Q1 		$4.42M Buy
20,362
+1,213
+6% +$271K 0.57% 36
2025
Q4 		$4.06M Buy
19,149
+1,274
+7% +$267K 0.53% 29
2025
Q3 		$3.73M Sell
17,875
-1,142
-6% -$234K 0.5% 29
2025
Q2 		$3.71M Buy
19,017
+3,990
+27% +$739K 0.54% 29
2025
Q1 		$2.8M Buy
15,027
+1,379
+10% +$272K 0.43% 31
2024
Q4 		$2.7M Sell
13,648
-1
-0% -$205 0.42% 31
2024
Q3 		$2.74M Buy
13,649
+8
+0.1% +$1.54K 0.43% 31
2024
Q2 		$2.49M Buy
+13,641
New +$2.52M 0.42% 31
2024
Q1 		– Sell
-12,626
Closed -$2.27M – 57
2023
Q4 		$2.27M Buy
12,626
+2,493
+25% +$407K 0.42% 30
2023
Q3 		$1.62M Sell
10,133
-341
-3% -$57K 0.33% 32
2023
Q2 		$1.73M Sell
10,474
-582
-5% -$91.6K 0.35% 32
2023
Q1 		$1.76M Sell
11,056
-607
-5% -$100K 0.36% 32
2022
Q4 		$1.85M Sell
11,663
-1,935
-14% -$308K 0.41% 31
2022
Q3 		$1.95M Buy
13,598
+5,285
+64% +$839K 0.45% 30
2022
Q2 		$1.25M Sell
8,313
-875
-10% -$143K 0.28% 35
2022
Q1 		$1.62M Buy
9,188
+7,564
+466% +$1.32M 0.31% 34
2021
Q4 		$290K Buy
+1,624
New +$289K 0.05% 61

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

BlueSky Wealth Advisors's VBR Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.3% in Q2 2026, selling an estimated $346K and leaving 18,875 shares worth $4.59M. The position accounts for 0.53% of the portfolio, ranked #34.

BlueSky Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • BlueSky Wealth Advisors held 18,875 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.59M as of Q2 2026.
  • BlueSky Wealth Advisors sold 1,487 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $346K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.53% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • BlueSky Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.