Clear Creek Financial Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Clear Creek Financial Management’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	$382K	Sell	1,571 -456	-22%	-$106K	0.02%	468
2026 Q1	$440K	Buy	2,027 +163	+9%	+$36.4K	0.03%	421
2025 Q4	$395K	Buy	1,864 +606	+48%	+$127K	0.03%	436
2025 Q3	$262K	Sell	1,258 -441	-26%	-$90.2K	0.02%	500
2025 Q2	$331K	Sell	1,699 -822	-33%	-$152K	0.03%	423
2025 Q1	$470K	Buy	2,521 +519	+26%	+$103K	0.05%	320
2024 Q4	$397K	Buy	2,002 +499	+33%	+$102K	0.04%	333
2024 Q3	$302K	Buy	1,503 +10	+0.7%	+$1.92K	0.03%	341
2024 Q2	$272K	Buy	1,493 +252	+20%	+$46.6K	0.03%	353
2024 Q1	$238K	Buy	+1,241	New	+$224K	0.03%	372
2020 Q4	–	Sell	-257,490	Closed	-$28.5M	–	329
2020 Q3	$28.5M	Buy	+257,490	New	+$28.9M	1.29%	20

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

Clear Creek Financial Management's VBR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 22% in Q2 2026, selling an estimated $106K and leaving 1,571 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #468.

Clear Creek Financial Management first reported a position in VBR in Q3 2020 and has held it in 11 quarters since. The position peaked at $28.5M in Q3 2020. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Clear Creek Financial Management held 1,571 shares of Vanguard Morningstar Small-Cap Value ETF worth $382K as of Q2 2026.
Clear Creek Financial Management sold 456 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $106K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #468 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and has held it in 11 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $28.5M in Q3 2020.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.