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Brian Low Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Brian Low Financial Group’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 		$224K Sell
920
-55
-6% -$12.8K 0.13% 107
2026
Q1 		$212K Sell
975
-121
-11% -$27.1K 0.14% 113
2025
Q4 		$232K Sell
1,096
-171
-13% -$35.8K 0.16% 105
2025
Q3 		$264K Sell
1,267
-139
-10% -$28.4K 0.21% 93
2025
Q2 		$274K Buy
+1,406
New +$260K 0.26% 85

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

Brian Low Financial Group's VBR Position: Q2 2026 in Review

Brian Low Financial Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.6% in Q2 2026, selling an estimated $12.8K and leaving 920 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #107.

Brian Low Financial Group first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. The position peaked at $274K in Q2 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Brian Low Financial Group held 920 shares of Vanguard Morningstar Small-Cap Value ETF worth $224K as of Q2 2026.
  • Brian Low Financial Group sold 55 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Brian Low Financial Group's portfolio in Q2 2026, its #107 holding.
  • Brian Low Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Brian Low Financial Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $274K in Q2 2025.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.