Curated Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Curated Wealth Partners’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	$396K	Buy	1,629 +1	+0.1%	+$233	0.05%	136
2026 Q1	$354K	Sell	1,628 -300	-16%	-$67.1K	0.04%	136
2025 Q4	$408K	Buy	1,928 +1	+0.1%	+$209	0.04%	131
2025 Q3	$402K	Buy	1,927 +1	+0.1%	+$204	0.05%	108
2025 Q2	$376K	Hold	1,926	–	–	0.04%	112
2025 Q1	$359K	Sell	1,926 -60	-3%	-$11.9K	0.05%	113
2024 Q4	$394K	Buy	+1,986	New	+$408K	0.04%	101
2023 Q1	–	Sell	-2,369	Closed	-$376K	–	141
2022 Q4	$376K	Hold	2,369	–	–	0.09%	81
2022 Q3	$340K	Hold	2,369	–	–	0.1%	82
2022 Q2	$355K	Buy	+2,369	New	+$388K	0.1%	88

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

Curated Wealth Partners's VBR Position: Q2 2026 in Review

Curated Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 1,629 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #136.

Curated Wealth Partners first reported a position in VBR in Q2 2022 and has held it in 10 quarters since. The position peaked at $408K in Q4 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Curated Wealth Partners held 1,629 shares of Vanguard Morningstar Small-Cap Value ETF worth $396K as of Q2 2026.
Curated Wealth Partners bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #136 holding.
Curated Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
Curated Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $408K in Q4 2025.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.