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Coastwise Capital Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Coastwise Capital Group’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 		$536K Buy
2,204
+7
+0.3% +$1.63K 0.31% 71
2026
Q1 		$477K Buy
2,197
+11
+0.5% +$2.46K 0.27% 75
2025
Q4 		$463K Buy
2,186
+312
+17% +$65.3K 0.23% 89
2025
Q3 		$391K Buy
1,874
+108
+6% +$22.1K 0.28% 80
2025
Q2 		$344K Hold
1,766
– – 0.27% 81
2025
Q1 		$329K Buy
1,766
+66
+4% +$13K 0.28% 85
2024
Q4 		$337K Buy
1,700
+186
+12% +$38.2K 0.27% 84
2024
Q3 		$304K Buy
1,514
+186
+14% +$35.8K 0.25% 96
2024
Q2 		$242K Sell
1,328
-4
-0.3% -$739 0.23% 98
2024
Q1 		$256K Buy
1,332
+107
+9% +$19.3K 0.24% 99
2023
Q4 		$220K Buy
+1,225
New +$200K 0.22% 103

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

Coastwise Capital Group's VBR Position: Q2 2026 in Review

Coastwise Capital Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.32% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,204 shares worth $536K. The position accounts for 0.31% of the portfolio, ranked #71.

Coastwise Capital Group first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Coastwise Capital Group held 2,204 shares of Vanguard Morningstar Small-Cap Value ETF worth $536K as of Q2 2026.
  • Coastwise Capital Group bought 7 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.31% of Coastwise Capital Group's portfolio in Q2 2026, its #71 holding.
  • Coastwise Capital Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.