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

CogentBlue 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
Q3 		$203K Hold
880
– – 0.19% 52
2026
Q2 		$214K Buy
+880
New +$205K 0.12% 94

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

CogentBlue Wealth Advisors's VBR Position: Q3 2026 in Review

CogentBlue Wealth Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 880 shares worth $203K. The position accounts for 0.19% of the portfolio, ranked #52.

CogentBlue Wealth Advisors first reported a position in VBR in Q2 2026 and has held it in 2 quarters since. The position peaked at $214K in Q2 2026. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • CogentBlue Wealth Advisors held 880 shares of Vanguard Morningstar Small-Cap Value ETF worth $203K as of Q3 2026.
  • CogentBlue Wealth Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.19% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • CogentBlue Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • CogentBlue Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $214K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.