CFFP
VBR icon

Center for Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Center for Financial Planning’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 		$13.6M Buy
56,015
+251
+0.5% +$58.4K 1.27% 10
2026
Q1 		$12.1M Sell
55,764
-1,536
-3% -$343K 1.26% 10
2025
Q4 		$12.1M Sell
57,300
-724
-1% -$152K 1.26% 9
2025
Q3 		$12.1M Sell
58,024
-520
-0.9% -$106K 1.29% 10
2025
Q2 		$11.4M Sell
58,544
-185,799
-76% -$34.4M 1.31% 10
2025
Q1 		$45.5M Sell
244,343
-3,051
-1% -$603K 5.82% 4
2024
Q4 		$49M Sell
247,394
-577
-0.2% -$118K 6.54% 4
2024
Q3 		$49.8M Buy
247,971
+2,077
+0.8% +$399K 6.76% 4
2024
Q2 		$44.9M Buy
245,894
+1,961
+0.8% +$362K 6.49% 4
2024
Q1 		$46.8M Buy
243,933
+6,964
+3% +$1.26M 7% 3
2023
Q4 		$42.6M Buy
236,969
+21,075
+10% +$3.44M 7.84% 3
2023
Q3 		$34.4M Buy
215,894
+3,314
+2% +$554K 7.44% 3
2023
Q2 		$35.2M Buy
212,580
+1,955
+0.9% +$308K 7.38% 3
2023
Q1 		$33.4M Sell
210,625
-1,651
-0.8% -$273K 7.71% 3
2022
Q4 		$33.7M Sell
212,276
-3,175
-1% -$505K 8.19% 3
2022
Q3 		$30.9M Sell
215,451
-2,165
-1% -$344K 8.25% 3
2022
Q2 		$32.6M Sell
217,616
-15,623
-7% -$2.56M 8.28% 3
2022
Q1 		$41M Buy
233,239
+3,143
+1% +$546K 8.41% 3
2021
Q4 		$41.2M Buy
230,096
+4,810
+2% +$855K 8.43% 3
2021
Q3 		$38.1M Buy
225,286
+717
+0.3% +$123K 9.27% 4
2021
Q2 		$39M Sell
224,569
-11,468
-5% -$1.99M 9.6% 4
2021
Q1 		$39.1M Sell
236,037
-34,129
-13% -$5.38M 10.2% 4
2020
Q4 		$38.4M Sell
270,166
-39,019
-13% -$5.03M 10.88% 4
2020
Q3 		$34.2M Sell
309,185
-34,495
-10% -$3.87M 11% 4
2020
Q2 		$36.7M Buy
343,680
+501
+0.1% +$50.3K 12.84% 3
2020
Q1 		$30.5M Sell
343,179
-44,835
-12% -$5.44M 10.31% 4
2019
Q4 		$53.2M Buy
+388,014
New +$51.4M 13.33% 3

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Center for Financial Planning's VBR Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.45% in Q2 2026, buying an estimated $58.4K and bringing the position to 56,015 shares worth $13.6M. The position accounts for 1.27% of the portfolio, ranked #10.

Center for Financial Planning first reported a position in VBR in Q4 2019 and has held it in 27 quarters since. The position peaked at $53.2M in Q4 2019. 1,183 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Center for Financial Planning held 56,015 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.6M as of Q2 2026.
  • Center for Financial Planning bought 251 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $58.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.27% of Center for Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Vanguard Morningstar Small-Cap Value ETF position peaked at $53.2M in Q4 2019.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.