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

Crewe 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	$295K	Hold	1,215	–	–	0.02%	185
2026 Q1	$264K	Buy	1,215 +18	+2%	+$4.02K	0.02%	187
2025 Q4	$254K	Hold	1,197	–	–	0.02%	187
2025 Q3	$250K	Buy	1,197 +481	+67%	+$98.4K	0.02%	184
2025 Q2	$140K	Buy	716 +22	+3%	+$4.07K	0.02%	188
2025 Q1	$129K	Hold	694	–	–	0.02%	173
2024 Q4	$138K	Hold	694	–	–	0.02%	172
2024 Q3	$139K	Buy	694 +3	+0.4%	+$577	0.02%	189
2024 Q2	$126K	Hold	691	–	–	0.01%	238
2024 Q1	$133K	Sell	691 -3	-0.4%	-$541	0.02%	230
2023 Q4	$125K	Buy	694 +393	+131%	+$64.2K	0.02%	91
2023 Q3	$48K	Buy	301 +79	+36%	+$13.2K	0.01%	143
2023 Q2	$36.7K	Hold	222	–	–	0.01%	295
2023 Q1	$35.2K	Buy	222 +209	+1,608%	+$34.6K	0.01%	352
2022 Q4	$2.06K	Buy	+13	New	+$2.07K	﹤0.01%	836

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

Crewe Advisors's VBR Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,215 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #185.

Crewe Advisors first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Crewe Advisors held 1,215 shares of Vanguard Morningstar Small-Cap Value ETF worth $295K as of Q2 2026.
Crewe Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #185 holding.
Crewe Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.