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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		– Sell
-10,675
Closed -$2.32M – 262
2026
Q1 		$2.32M Buy
10,675
+487
+5% +$109K 0.03% 135
2025
Q4 		$2.16M Sell
10,188
-17
-0.2% -$3.56K 0.03% 133
2025
Q3 		$2.13M Buy
10,205
+33
+0.3% +$6.75K 0.03% 129
2025
Q2 		$1.98M Sell
10,172
-34
-0.3% -$6.29K 0.03% 130
2025
Q1 		$1.9M Sell
10,206
-544
-5% -$107K 0.04% 126
2024
Q4 		$2.13M Sell
10,750
-244
-2% -$50.1K 0.04% 112
2024
Q3 		$2.21M Buy
10,994
+493
+5% +$94.8K 0.05% 110
2024
Q2 		$1.92M Buy
10,501
+480
+5% +$88.7K 0.04% 109
2024
Q1 		$1.92M Hold
10,021
– – 0.04% 103
2023
Q4 		$1.8M Sell
10,021
-353
-3% -$57.6K 0.04% 112
2023
Q3 		$1.65M Sell
10,374
-267
-3% -$44.6K 0.05% 107
2023
Q2 		$1.76M Sell
10,641
-1,779
-14% -$280K 0.05% 111
2023
Q1 		$1.97M Sell
12,420
-540
-4% -$89.4K 0.06% 100
2022
Q4 		$2.06M Buy
+12,960
New +$2.06M 0.08% 100
2021
Q4 		– Sell
-6,387
Closed -$1.08M – 291
2021
Q3 		$1.08M Buy
6,387
+23
+0.4% +$3.94K 0.04% 140
2021
Q2 		$1.1M Buy
+6,364
New +$1.1M 0.05% 142

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

CLA (CliftonLarsonAllen) Wealth Advisors's VBR Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 10,675 shares — an estimated $2.32M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VBR in Q2 2021 and held it in 16 quarters. The position peaked at $2.32M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,675 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.32M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and held it in 16 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.32M in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.