Brickley Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.6M | Buy |
126,040
+1,213
| +1% | +$282K | 4.4% | 7 |
|
|
2026
Q1 | $27.1M | Buy |
124,827
+285
| +0.2% | +$63.7K | 4.65% | 7 |
|
|
2025
Q4 | $26.4M | Buy |
124,542
+264
| +0.2% | +$55.3K | 4.45% | 7 |
|
|
2025
Q3 | $25.9M | Buy |
124,278
+55
| +0% | +$11.2K | 4.52% | 7 |
|
|
2025
Q2 | $24.2M | Buy |
124,223
+564
| +0.5% | +$104K | 4.74% | 7 |
|
|
2025
Q1 | $23M | Buy |
123,659
+168
| +0.1% | +$33.2K | 4.78% | 7 |
|
|
2024
Q4 | $24.5M | Buy |
123,491
+5,941
| +5% | +$1.22M | 4.97% | 7 |
|
|
2024
Q3 | $23.6M | Sell |
117,550
-349
| -0.3% | -$67.1K | 4.82% | 7 |
|
|
2024
Q2 | $21.5M | Buy |
117,899
+605
| +0.5% | +$112K | 4.71% | 8 |
|
|
2024
Q1 | $22.5M | Buy |
117,294
+532
| +0.5% | +$96K | 5.16% | 7 |
|
|
2023
Q4 | $21M | Buy |
116,762
+312
| +0.3% | +$50.9K | 5.07% | 7 |
|
|
2023
Q3 | $18.6M | Sell |
116,450
-700
| -0.6% | -$117K | 4.96% | 7 |
|
|
2023
Q2 | $19.4M | Buy |
117,150
+34
| +0% | +$5.35K | 4.89% | 7 |
|
|
2023
Q1 | $18.6M | Sell |
117,116
-402
| -0.3% | -$66.5K | 5.1% | 7 |
|
|
2022
Q4 | $18.7M | Sell |
117,518
-579
| -0.5% | -$92.2K | 5.54% | 6 |
|
|
2022
Q3 | $16.9M | Sell |
118,097
-560
| -0.5% | -$89K | 5.56% | 6 |
|
|
2022
Q2 | $17.8M | Sell |
118,657
-964
| -0.8% | -$158K | 5.5% | 6 |
|
|
2022
Q1 | $21M | Sell |
119,621
-2,218
| -2% | -$386K | 5.61% | 6 |
|
|
2021
Q4 | $21.8M | Buy |
121,839
+47,802
| +65% | +$8.5M | 4.64% | 9 |
|
|
2021
Q3 | $12.5M | Buy |
74,037
+814
| +1% | +$139K | 3.15% | 10 |
|
|
2021
Q2 | $12.7M | Sell |
73,223
-1,073
| -1% | -$186K | 3.21% | 10 |
|
|
2021
Q1 | $12.3M | Sell |
74,296
-352
| -0.5% | -$55.4K | 3.29% | 10 |
|
|
2020
Q4 | $10.6M | Buy |
74,648
+1,311
| +2% | +$169K | 2.92% | 10 |
|
|
2020
Q3 | $8.66M | Buy |
73,337
+2,192
| +3% | +$246K | 2.41% | 11 |
|
|
2020
Q2 | $7.61M | Buy |
71,145
+4,306
| +6% | +$432K | 2.56% | 12 |
|
|
2020
Q1 | $5.93M | Buy |
66,839
+5,225
| +8% | +$634K | 2.46% | 13 |
|
|
2019
Q4 | $8.45M | Buy |
61,614
+1,910
| +3% | +$253K | 3.08% | 13 |
|
|
2019
Q3 | $7.69M | Buy |
59,704
+2,687
| +5% | +$344K | 3.15% | 11 |
|
|
2019
Q2 | $7.44M | Buy |
57,017
+249
| +0.4% | +$32.4K | 3.11% | 11 |
|
|
2019
Q1 | $7.31M | Buy |
56,768
+237
| +0.4% | +$30.1K | 3.22% | 11 |
|
|
2018
Q4 | $6.45M | Buy |
56,531
+189
| +0.3% | +$23.9K | 3.16% | 11 |
|
|
2018
Q3 | $7.85M | Buy |
56,342
+664
| +1% | +$93.1K | 3.7% | 10 |
|
|
2018
Q2 | $7.56M | Sell |
55,678
-2,812
| -5% | -$377K | 3.48% | 11 |
|
|
2018
Q1 | $7.57M | Sell |
58,490
-2,380
| -4% | -$315K | 3.83% | 10 |
|
|
2017
Q4 | $8.08M | Buy |
+60,870
| New | +$7.92M | 4.29% | 11 |
|
Other funds holding VBR
AL
Brickley Wealth Management's VBR Position: Q2 2026 in Review
Brickley Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.97% in Q2 2026, buying an estimated $282K and bringing the position to 126,040 shares worth $30.6M. The position accounts for 4.4% of the portfolio, ranked #7.
Brickley Wealth Management first reported a position in VBR in Q4 2017 and has held it in 35 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Brickley Wealth Management held 126,040 shares of Vanguard Morningstar Small-Cap Value ETF worth $30.6M as of Q2 2026.
- Brickley Wealth Management bought 1,213 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $282K.
- Vanguard Morningstar Small-Cap Value ETF made up 4.4% of Brickley Wealth Management's portfolio in Q2 2026, its #7 holding.
- Brickley Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.