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

Destiny 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	–	Sell	-3,282	Closed	-$713K	–	1048
2026 Q1	$713K	Hold	3,282	–	–	0.08%	121
2025 Q4	$736K	Hold	3,282	–	–	0.08%	105
2025 Q3	$685K	Buy	3,282 +88	+3%	+$18K	0.08%	107
2025 Q2	$623K	Buy	3,194 +1,853	+138%	+$343K	0.08%	106
2025 Q1	$250K	Hold	1,341	–	–	0.04%	143
2024 Q4	$266K	Buy	1,341 +151	+13%	+$31K	0.04%	141
2024 Q3	$239K	Hold	1,190	–	–	0.04%	147
2024 Q2	$217K	Sell	1,190 -873	-42%	-$161K	0.04%	151
2024 Q1	$396K	Hold	2,063	–	–	0.07%	109
2023 Q4	$361K	Hold	2,063	–	–	0.07%	117
2023 Q3	$329K	Hold	2,063	–	–	0.07%	124
2023 Q2	$354K	Hold	2,063	–	–	0.07%	120
2023 Q1	$328K	Buy	2,063 +135	+7%	+$22.3K	0.07%	126
2022 Q4	$306K	Buy	1,928 +182	+10%	+$29K	0.07%	149
2022 Q3	$250K	Hold	1,746	–	–	0.06%	171
2022 Q2	$262K	Hold	1,746	–	–	0.06%	135
2022 Q1	$307K	Buy	1,746 +578	+49%	+$100K	0.06%	130
2021 Q4	$209K	Buy	1,168 +578	+98%	+$103K	0.04%	169
2021 Q3	$100K	Buy	+590	New	+$101K	0.02%	213

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

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

Destiny Wealth Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 3,282 shares — an estimated $713K sold.

Destiny Wealth Partners first reported a position in VBR in Q3 2021 and held it in 19 quarters. The position peaked at $736K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,282 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $713K.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and held it in 19 quarters.
Destiny Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $736K in Q4 2025.
1,761 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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