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Crumly & Associates’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Crumly & Associates’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 		$302K Hold
1,242
– – 0.06% 160
2026
Q1 		$270K Buy
1,242
+254
+26% +$56.8K 0.06% 172
2025
Q4 		$209K Hold
988
– – 0.04% 191
2025
Q3 		$206K Buy
+988
New +$202K 0.05% 185

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Crumly & Associates's VBR Position: Q2 2026 in Review

Crumly & Associates held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,242 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #160.

Crumly & Associates first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Crumly & Associates held 1,242 shares of Vanguard Morningstar Small-Cap Value ETF worth $302K as of Q2 2026.
  • Crumly & Associates left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Crumly & Associates's portfolio in Q2 2026, its #160 holding.
  • Crumly & Associates first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.