Cherry Creek Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cherry Creek Investment Advisors’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	$303K	Sell	1,248 -21	-2%	-$4.88K	0.12%	100
2026 Q1	$276K	Buy	1,269 +10	+0.8%	+$2.24K	0.12%	94
2025 Q4	$267K	Sell	1,259 -5	-0.4%	-$1.05K	0.11%	95
2025 Q3	$264K	Buy	1,264 +42	+3%	+$8.59K	0.11%	96
2025 Q2	$238K	Sell	1,222 -99	-7%	-$18.3K	0.11%	98
2025 Q1	$246K	Buy	1,321 +9	+0.7%	+$1.78K	0.13%	93
2024 Q4	$260K	Buy	1,312 +7	+0.5%	+$1.44K	0.13%	91
2024 Q3	$262K	Buy	1,305 +35	+3%	+$6.73K	0.14%	84
2024 Q2	$232K	Buy	+1,270	New	+$235K	0.12%	94

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

Cherry Creek Investment Advisors's VBR Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.7% in Q2 2026, selling an estimated $4.88K and leaving 1,248 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #100.

Cherry Creek Investment Advisors first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cherry Creek Investment Advisors held 1,248 shares of Vanguard Morningstar Small-Cap Value ETF worth $303K as of Q2 2026.
Cherry Creek Investment Advisors sold 21 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.88K.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #100 holding.
Cherry Creek Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.