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 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

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

CFO4Life Group's VBR Position: Q2 2026 in Review

CFO4Life Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.42% in Q2 2026, buying an estimated $930 and bringing the position to 956 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #213.

CFO4Life Group first reported a position in VBR in Q2 2018 and has held it in 6 quarters since. The position peaked at $15.5M in Q2 2018. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

CFO4Life Group held 956 shares of Vanguard Morningstar Small-Cap Value ETF worth $232K as of Q2 2026.
CFO4Life Group bought 4 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $930.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #213 holding.
CFO4Life Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2018 and has held it in 6 quarters since.
CFO4Life Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.5M in Q2 2018.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.