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Bull Oak Capital’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bull Oak Capital’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 		$204K Buy
+841
New +$196K 0.07% 40
2024
Q4 		– Sell
-744
Closed -$149K – 69
2024
Q3 		$149K Buy
+744
New +$143K 0.09% 28

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

Bull Oak Capital's VBR Position: Q2 2026 in Review

Bull Oak Capital opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 841 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #40 among its holdings. This is a return to the name: Bull Oak Capital previously reported a position in VBR as recently as Q3 2024.

Bull Oak Capital first reported a position in VBR in Q3 2024 and has held it in 2 quarters since. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Bull Oak Capital held 841 shares of Vanguard Morningstar Small-Cap Value ETF worth $204K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Bull Oak Capital position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Bull Oak Capital's portfolio in Q2 2026, its #40 holding.
  • Bull Oak Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.