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

Darwin Wealth Management’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	$2.2K	Hold	9	–	–	﹤0.01%	518
2026 Q1	$1.96K	Hold	9	–	–	﹤0.01%	497
2025 Q4	$1.91K	Hold	9	–	–	﹤0.01%	530
2025 Q3	$1.88K	Hold	9	–	–	﹤0.01%	507
2025 Q2	$1.75K	Hold	9	–	–	﹤0.01%	499
2025 Q1	$1.78K	Hold	9	–	–	﹤0.01%	523
2024 Q4	$1.78K	Hold	9	–	–	﹤0.01%	523
2024 Q3	$1.81K	Buy	+9	New	+$1.73K	﹤0.01%	533
2020 Q2	–	Sell	-6	Closed	–	–	750
2020 Q1	$0	Buy	+6	New	+$728	﹤0.01%	855

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

Darwin Wealth Management's VBR Position: Q2 2026 in Review

Darwin Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 9 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Darwin Wealth Management first reported a position in VBR in Q1 2020 and has held it in 9 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Darwin Wealth Management held 9 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.2K as of Q2 2026.
Darwin Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #518 holding.
Darwin Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2020 and has held it in 9 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.