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

Daymark 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	$965K	Buy	3,972 +2,353	+145%	+$547K	0.02%	342
2026 Q1	$352K	Sell	1,619 -13	-0.8%	-$2.91K	0.01%	523
2025 Q4	$346K	Sell	1,632 -410	-20%	-$85.8K	0.01%	465
2025 Q3	$426K	Buy	2,042 +63	+3%	+$12.9K	0.01%	413
2025 Q2	$386K	Buy	1,979 +170	+9%	+$31.5K	0.01%	404
2025 Q1	$337K	Sell	1,809 -1	-0.1%	-$198	0.01%	391
2024 Q4	$359K	Buy	1,810 +65	+4%	+$13.3K	0.02%	379
2024 Q3	$350K	Buy	1,745 +365	+26%	+$70.2K	0.01%	396
2024 Q2	$252K	Buy	+1,380	New	+$255K	0.01%	434

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

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

Daymark Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 145% in Q2 2026, buying an estimated $547K and bringing the position to 3,972 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #342.

Daymark Wealth Partners first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Daymark Wealth Partners held 3,972 shares of Vanguard Morningstar Small-Cap Value ETF worth $965K as of Q2 2026.
Daymark Wealth Partners bought 2,353 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $547K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #342 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.