CM Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CM 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	$468K	Hold	1,926	–	–	0.08%	103
2026 Q1	$418K	Hold	1,926	–	–	0.09%	95
2025 Q4	$408K	Hold	1,926	–	–	0.09%	95
2025 Q3	$404K	Hold	1,926	–	–	0.11%	65
2025 Q2	$377K	Buy	1,926 +215	+13%	+$39.8K	0.11%	64
2025 Q1	$319K	Hold	1,711	–	–	0.1%	66
2024 Q4	$339K	Hold	1,711	–	–	0.11%	66
2024 Q3	$344K	Hold	1,711	–	–	0.11%	66
2024 Q2	$314K	Hold	1,711	–	–	0.15%	59
2024 Q1	$319K	Hold	1,711	–	–	0.09%	129
2023 Q4	$308K	Hold	1,711	–	–	0.13%	61
2023 Q3	$279K	Hold	1,711	–	–	0.11%	66
2023 Q2	$297K	Buy	+1,711	New	+$269K	0.1%	105
2023 Q1	–	Sell	-1,711	Closed	-$272K	–	434
2022 Q4	$272K	Hold	1,711	–	–	0.14%	58
2022 Q3	$245K	Hold	1,711	–	–	0.14%	62
2022 Q2	$256K	Buy	+1,711	New	+$281K	0.16%	59

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

CM Wealth Advisors's VBR Position: Q2 2026 in Review

CM Wealth Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,926 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #103.

CM Wealth Advisors first reported a position in VBR in Q2 2022 and has held it in 16 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

CM Wealth Advisors held 1,926 shares of Vanguard Morningstar Small-Cap Value ETF worth $468K as of Q2 2026.
CM Wealth Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #103 holding.
CM Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.