Certuity’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Certuity’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	$280K	Buy	1,153 +562	+95%	+$131K	0.01%	514
2026 Q1	$128K	Sell	591 -3,521	-86%	-$787K	0.01%	623
2025 Q4	$871K	Hold	4,112	–	–	0.05%	181
2025 Q3	$858K	Buy	+4,112	New	+$841K	0.06%	177
2024 Q2	–	Sell	-1,903	Closed	-$365K	–	388
2024 Q1	$365K	Buy	+1,903	New	+$343K	0.03%	214
2020 Q3	–	Sell	-3,143	Closed	-$336K	–	223
2020 Q2	$336K	Buy	+3,143	New	+$315K	0.16%	98

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

Certuity's VBR Position: Q2 2026 in Review

Certuity increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 95% in Q2 2026, buying an estimated $131K and bringing the position to 1,153 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #514.

Certuity first reported a position in VBR in Q2 2020 and has held it in 6 quarters since. The position peaked at $871K in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Certuity held 1,153 shares of Vanguard Morningstar Small-Cap Value ETF worth $280K as of Q2 2026.
Certuity bought 562 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #514 holding.
Certuity first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 6 quarters since.
Certuity's Vanguard Morningstar Small-Cap Value ETF position peaked at $871K in Q4 2025.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.