Canvas Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Canvas Wealth 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	$804K	Sell	3,308 -126	-4%	-$29.3K	0.11%	102
2026 Q1	$746K	Buy	3,434 +406	+13%	+$90.8K	0.13%	93
2025 Q4	$641K	Sell	3,028 -1,188	-28%	-$249K	0.11%	93
2025 Q3	$890K	Sell	4,216 -559	-12%	-$114K	0.16%	78
2025 Q2	$967K	Buy	4,775 +747	+19%	+$138K	0.19%	70
2025 Q1	$702K	Buy	4,028 +2,275	+130%	+$449K	0.18%	83
2024 Q4	$347K	Buy	+1,753	New	+$360K	0.09%	122
2023 Q1	–	Sell	-3,082	Closed	-$511K	–	155
2022 Q4	$511K	Sell	3,082 -26	-0.8%	-$4.14K	0.21%	72
2022 Q3	$488K	Sell	3,108 -126	-4%	-$20K	0.21%	72
2022 Q2	$484K	Buy	3,234 +41	+1%	+$6.72K	0.19%	73
2022 Q1	$536K	Sell	3,193 -502	-14%	-$87.3K	0.2%	86
2021 Q4	$661K	Buy	3,695 +294	+9%	+$52.3K	0.24%	77
2021 Q3	$576K	Buy	3,401 +409	+14%	+$70K	0.24%	72
2021 Q2	$520K	Buy	2,992 +914	+44%	+$158K	0.23%	76
2021 Q1	$350K	Buy	+2,078	New	+$327K	0.2%	79

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canvas Wealth Advisors's VBR Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.7% in Q2 2026, selling an estimated $29.3K and leaving 3,308 shares worth $804K. The position accounts for 0.11% of the portfolio, ranked #102.

Canvas Wealth Advisors first reported a position in VBR in Q1 2021 and has held it in 15 quarters since. The position peaked at $967K in Q2 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Canvas Wealth Advisors held 3,308 shares of Vanguard Morningstar Small-Cap Value ETF worth $804K as of Q2 2026.
Canvas Wealth Advisors sold 126 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $29.3K.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Canvas Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Canvas Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 15 quarters since.
Canvas Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $967K in Q2 2025.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.