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Cahill Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cahill Financial 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 		$4.84M Buy
19,917
+19
+0.1% +$4.42K 0.46% 39
2026
Q1 		$4.32M Buy
19,898
+12
+0.1% +$2.68K 0.47% 40
2025
Q4 		$4.21M Buy
19,886
+257
+1% +$53.8K 0.46% 41
2025
Q3 		$4.1M Sell
19,629
-537
-3% -$110K 0.47% 40
2025
Q2 		$3.93M Buy
20,166
+978
+5% +$181K 0.49% 38
2025
Q1 		$3.57M Buy
19,188
+639
+3% +$126K 0.49% 38
2024
Q4 		$3.68M Buy
18,549
+3,773
+26% +$775K 0.5% 35
2024
Q3 		$2.97M Sell
14,776
-526
-3% -$101K 0.41% 43
2024
Q2 		$2.79M Sell
15,302
-832
-5% -$154K 0.38% 52
2024
Q1 		$3.1M Buy
16,134
+1,153
+8% +$208K 0.42% 48
2023
Q4 		$2.7M Buy
14,981
+192
+1% +$31.3K 0.4% 53
2023
Q3 		$2.36M Buy
14,789
+89
+0.6% +$14.9K 0.39% 55
2023
Q2 		$2.43M Buy
14,700
+601
+4% +$94.6K 0.39% 53
2023
Q1 		$2.24M Sell
14,099
-85
-0.6% -$14.1K 0.4% 55
2022
Q4 		$2.25M Sell
14,184
-5,306
-27% -$845K 0.43% 54
2022
Q3 		$2.79M Buy
19,490
+1,833
+10% +$291K 0.59% 44
2022
Q2 		$2.65M Sell
17,657
-202
-1% -$33.1K 0.56% 44
2022
Q1 		$3.14M Buy
17,859
+1,505
+9% +$262K 0.59% 46
2021
Q4 		$2.92M Buy
16,354
+406
+3% +$72.2K 0.56% 44
2021
Q3 		$2.7M Sell
15,948
-7
-0% -$1.2K 0.55% 43
2021
Q2 		$2.77M Sell
15,955
-120
-0.7% -$20.8K 0.62% 38
2021
Q1 		$2.66M Sell
16,075
-83
-0.5% -$13.1K 0.65% 37
2020
Q4 		$2.3M Buy
16,158
+4,772
+42% +$616K 0.58% 43
2020
Q3 		$1.26M Buy
11,386
+9,294
+444% +$1.04M 0.45% 53
2020
Q2 		$224K Buy
+2,092
New +$210K 0.09% 148

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cahill Financial Advisors's VBR Position: Q2 2026 in Review

Cahill Financial Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.1% in Q2 2026, buying an estimated $4.42K and bringing the position to 19,917 shares worth $4.84M. The position accounts for 0.46% of the portfolio, ranked #39.

Cahill Financial Advisors first reported a position in VBR in Q2 2020 and has held it in 25 quarters since. 1,422 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cahill Financial Advisors held 19,917 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.84M as of Q2 2026.
  • Cahill Financial Advisors bought 19 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.42K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.46% of Cahill Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.