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Carmel Capital Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Carmel Capital 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 		$231K Sell
949
-72
-7% -$16.7K 0.08% 119
2026
Q1 		$222K Buy
+1,021
New +$228K 0.08% 111
2025
Q1 		– Sell
-1,065
Closed -$211K – 156
2024
Q4 		$211K Hold
1,065
– – 0.09% 140
2024
Q3 		$214K Buy
+1,065
New +$205K 0.08% 157
2023
Q2 		– Sell
-90
Closed -$14.3K – 478
2023
Q1 		$14.3K Buy
+90
New +$14.9K 0.01% 308

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

Carmel Capital Partners's VBR Position: Q2 2026 in Review

Carmel Capital Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.1% in Q2 2026, selling an estimated $16.7K and leaving 949 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #119.

Carmel Capital Partners first reported a position in VBR in Q1 2023 and has held it in 5 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Carmel Capital Partners held 949 shares of Vanguard Morningstar Small-Cap Value ETF worth $231K as of Q2 2026.
  • Carmel Capital Partners sold 72 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.08% of Carmel Capital Partners's portfolio in Q2 2026, its #119 holding.
  • Carmel Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 5 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.