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Daybright Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Daybright Advisory Services’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 		$225K Sell
920
-58
-6% -$13.5K 0.05% 133
2026
Q1 		$213K Buy
+978
New +$219K 0.06% 131

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AL
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Wells Fargo
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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

Daybright Advisory Services's VBR Position: Q2 2026 in Review

Daybright Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.9% in Q2 2026, selling an estimated $13.5K and leaving 920 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #133.

Daybright Advisory Services first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Daybright Advisory Services held 920 shares of Vanguard Morningstar Small-Cap Value ETF worth $225K as of Q2 2026.
  • Daybright Advisory Services sold 58 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Daybright Advisory Services's portfolio in Q2 2026, its #133 holding.
  • Daybright Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.