CBIZ Investment Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CBIZ Investment Advisory Services’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	$53.9K	Hold	248	–	–	﹤0.01%	87
2026 Q1	$53.9K	Hold	248	–	–	﹤0.01%	87
2025 Q4	$52.5K	Hold	248	–	–	﹤0.01%	137
2025 Q3	$51.8K	Hold	248	–	–	﹤0.01%	126
2025 Q2	$48.4K	Hold	248	–	–	﹤0.01%	140
2025 Q1	$46.2K	Hold	248	–	–	﹤0.01%	121
2024 Q4	$49.1K	Hold	248	–	–	﹤0.01%	111
2024 Q3	$49.8K	Hold	248	–	–	﹤0.01%	110
2024 Q2	$45.3K	Hold	248	–	–	﹤0.01%	111
2024 Q1	$47.6K	Buy	+248	New	+$44.8K	﹤0.01%	105
2020 Q3	–	Hold	0	–	–	–	71
2020 Q1	–	Hold	0	–	–	–	46

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 22.9% 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

CBIZ Investment Advisory Services's VBR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 248 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #87.

CBIZ Investment Advisory Services first reported a position in VBR in Q1 2024 and has held it in 10 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

CBIZ Investment Advisory Services held 248 shares of Vanguard Morningstar Small-Cap Value ETF worth $53.9K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #87 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.