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Clarity Capital Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Clarity Capital 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 		$1.91M Buy
7,863
+40
+0.5% +$9.3K 0.8% 31
2026
Q1 		$1.7M Buy
7,823
+56
+0.7% +$12.5K 0.79% 31
2025
Q4 		$1.64M Buy
7,767
+68
+0.9% +$14.2K 0.82% 31
2025
Q3 		$1.61M Buy
7,699
+35
+0.5% +$7.16K 0.88% 27
2025
Q2 		$1.49M Buy
7,664
+1,732
+29% +$321K 0.87% 27
2025
Q1 		$1.11M Sell
5,932
-179
-3% -$35.4K 0.73% 31
2024
Q4 		$1.21M Buy
6,111
+34
+0.6% +$6.98K 0.81% 30
2024
Q3 		$1.22M Buy
6,077
+483
+9% +$92.8K 0.88% 27
2024
Q2 		$1.02M Buy
5,594
+23
+0.4% +$4.25K 0.79% 31
2024
Q1 		$1.07M Buy
5,571
+499
+10% +$90K 0.85% 30
2023
Q4 		$913K Buy
+5,072
New +$828K 0.79% 31

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clarity Capital Advisors's VBR Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.51% in Q2 2026, buying an estimated $9.3K and bringing the position to 7,863 shares worth $1.91M. The position accounts for 0.8% of the portfolio, ranked #31.

Clarity Capital Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Clarity Capital Advisors held 7,863 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.91M as of Q2 2026.
  • Clarity Capital Advisors bought 40 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.8% of Clarity Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 914 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.