Clear Point Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Clear Point 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	$1.43M	Buy	+5,892	New	+$1.37M	1.27%	22
2026 Q1	–	Sell	-5,559	Closed	-$1.18M	–	135
2025 Q4	$1.18M	Sell	5,559 -265	-5%	-$55.5K	0.91%	27
2025 Q3	$1.22M	Buy	5,824 +176	+3%	+$36K	0.94%	27
2025 Q2	$1.1M	Sell	5,648 -52	-0.9%	-$9.63K	0.93%	27
2025 Q1	$1.06M	Sell	5,700 -228	-4%	-$45K	0.95%	29
2024 Q4	$1.17M	Buy	5,928 +10	+0.2%	+$2.05K	1%	24
2024 Q3	$1.19M	Sell	5,918 -231	-4%	-$44.4K	0.92%	25
2024 Q2	$1.12M	Buy	6,149 +161	+3%	+$29.7K	0.92%	25
2024 Q1	$1.15M	Buy	5,988 +341	+6%	+$61.5K	0.94%	25
2023 Q4	$1.07M	Buy	+5,647	New	+$922K	0.95%	25

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 Point Advisors's VBR Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 5,892 shares worth $1.43M. The stake represents 1.27% of the portfolio and ranks #22 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in VBR as recently as Q4 2025.

Clear Point Advisors first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Clear Point Advisors held 5,892 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.43M as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Clear Point Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 1.27% of Clear Point Advisors's portfolio in Q2 2026, its #22 holding.
Clear Point Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.