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CJM Wealth Advisers’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CJM Wealth Advisers’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 		$2.23M Sell
9,161
-1,042
-10% -$242K 0.58% 19
2026
Q1 		$2.22M Sell
10,203
-199
-2% -$44.5K 0.68% 17
2025
Q4 		$2.2M Sell
10,402
-65
-0.6% -$13.6K 0.66% 18
2025
Q3 		$2.18M Sell
10,467
-771
-7% -$158K 0.67% 17
2025
Q2 		$2.19M Sell
11,238
-430
-4% -$79.6K 0.73% 16
2025
Q1 		$2.17M Sell
11,668
-1,330
-10% -$263K 0.77% 14
2024
Q4 		$2.58M Sell
12,998
-735
-5% -$151K 0.87% 12
2024
Q3 		$2.76M Sell
13,733
-234
-2% -$45K 0.94% 12
2024
Q2 		$2.52M Sell
13,967
-965
-6% -$178K 0.93% 12
2024
Q1 		$2.87M Buy
14,932
+140
+0.9% +$25.3K 1.09% 12
2023
Q4 		$2.66M Sell
14,792
-343
-2% -$56K 1.18% 12
2023
Q3 		$2.41M Sell
15,135
-302
-2% -$50.5K 1.17% 13
2023
Q2 		$2.55M Sell
15,437
-1,647
-10% -$259K 1.3% 13
2023
Q1 		$2.71M Buy
17,084
+1,513
+10% +$250K 1.54% 11
2022
Q4 		$2.47M Sell
15,571
-97
-0.6% -$15.4K 1.52% 10
2022
Q3 		$2.25M Buy
15,668
+237
+2% +$37.6K 1.6% 10
2022
Q2 		$2.31M Buy
15,431
+5,891
+62% +$966K 1.61% 10
2022
Q1 		$1.68M Buy
9,540
+1,978
+26% +$344K 1.15% 12
2021
Q4 		$1.35M Buy
+7,562
New +$1.34M 0.96% 15

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CJM Wealth Advisers's VBR Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 10% in Q2 2026, selling an estimated $242K and leaving 9,161 shares worth $2.23M. The position accounts for 0.58% of the portfolio, ranked #19.

CJM Wealth Advisers first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q1 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • CJM Wealth Advisers held 9,161 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.23M as of Q2 2026.
  • CJM Wealth Advisers sold 1,042 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $242K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.58% of CJM Wealth Advisers's portfolio in Q2 2026, its #19 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.87M in Q1 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.