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

Curio Wealth’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 		– Sell
-706
Closed -$153K – 1095
2026
Q1 		$153K Hold
706
– – 0.05% 83
2025
Q4 		$152K Hold
706
– – 0.05% 88
2025
Q3 		$147K Hold
706
– – 0.06% 80
2025
Q2 		$138K Buy
706
+703
+23,433% +$130K 0.06% 84
2025
Q1 		$108K Sell
3
-544
-99% -$107K 0.06% 94
2024
Q4 		$108K Buy
+547
New +$112K 0.06% 90

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

Curio Wealth's VBR Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 706 shares — an estimated $153K sold.

Curio Wealth first reported a position in VBR in Q4 2024 and held it in 6 quarters. The position peaked at $153K in Q1 2026. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Curio Wealth reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 706 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $153K.
  • Curio Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $153K in Q1 2026.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.