CFO4Life Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CFO4Life Group’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 Q3	$229K	Buy	991 +35	+4%	+$8.54K	0.03%	214
2026 Q2	$232K	Buy	956 +4	+0.4%	+$930	0.03%	213
2026 Q1	$207K	Buy	952 +5	+0.5%	+$1.12K	0.03%	196
2025 Q4	$201K	Buy	+947	New	+$198K	0.03%	226
2025 Q1	–	Sell	-1,013	Closed	-$201K	–	239
2024 Q4	$201K	Buy	+1,013	New	+$208K	0.04%	202
2018 Q4	–	Sell	-11,425	Closed	-$1.59M	–	138
2018 Q3	$1.59M	Hold	11,425	–	–	0.71%	33
2018 Q2	$15.5M	Buy	+11,425	New	+$1.53M	6.47%	3

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CFO4Life Group's VBR Position: Q3 2026 in Review

CFO4Life Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.7% in Q3 2026, buying an estimated $8.54K and bringing the position to 991 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #214.

CFO4Life Group first reported a position in VBR in Q2 2018 and has held it in 7 quarters since. The position peaked at $15.5M in Q2 2018. 1,445 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

CFO4Life Group held 991 shares of Vanguard Morningstar Small-Cap Value ETF worth $229K as of Q3 2026.
CFO4Life Group bought 35 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $8.54K.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of CFO4Life Group's portfolio in Q3 2026, its #214 holding.
CFO4Life Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2018 and has held it in 7 quarters since.
CFO4Life Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.5M in Q2 2018.
1,445 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on CFO4Life Group's 13F filing for Q3 2026, filed 12 Nov 2026.