BWP
VBR icon

Burling Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Burling Wealth Partners’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 		$585K Buy
2,406
+116
+5% +$27K 0.09% 118
2026
Q1 		$498K Buy
2,290
+300
+15% +$67.1K 0.08% 129
2025
Q4 		$421K Hold
1,990
– – 0.07% 144
2025
Q3 		$415K Hold
1,990
– – 0.07% 133
2025
Q2 		$388K Hold
1,990
– – 0.07% 142
2025
Q1 		$371K Hold
1,990
– – 0.08% 134
2024
Q4 		$394K Buy
+1,990
New +$409K 0.08% 129

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

Burling Wealth Partners's VBR Position: Q2 2026 in Review

Burling Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.1% in Q2 2026, buying an estimated $27K and bringing the position to 2,406 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #118.

Burling Wealth Partners first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Burling Wealth Partners held 2,406 shares of Vanguard Morningstar Small-Cap Value ETF worth $585K as of Q2 2026.
  • Burling Wealth Partners bought 116 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $27K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Burling Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Burling Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.