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DHJJ Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

DHJJ Financial Advisors’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 		$97.1K Sell
400
-10
-2% -$2.33K 0.03% 317
2026
Q1 		$89.1K Buy
410
+27
+7% +$6.04K 0.03% 302
2025
Q4 		$81.1K Buy
383
+4
+1% +$838 0.03% 305
2025
Q3 		$79.2K Buy
379
+1
+0.3% +$204 0.03% 293
2025
Q2 		$73.6K Sell
378
-5
-1% -$926 0.03% 290
2025
Q1 		$71.3K Sell
383
-46
-11% -$9.09K 0.03% 269
2024
Q4 		$85K Sell
429
-13
-3% -$2.67K 0.03% 241
2024
Q3 		$88.7K Sell
442
-2
-0.5% -$384 0.04% 235
2024
Q2 		$81K Buy
444
+422
+1,918% +$78K 0.03% 227
2024
Q1 		$4.22K Hold
22
– – ﹤0.01% 511
2023
Q4 		$3.96K Sell
22
-42
-66% -$6.86K ﹤0.01% 508
2023
Q3 		$10.1K Buy
+64
New +$10.7K 0.01% 434

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 22.9% 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

DHJJ Financial Advisors's VBR Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.4% in Q2 2026, selling an estimated $2.33K and leaving 400 shares worth $97.1K. The position accounts for 0.03% of the portfolio, ranked #317.

DHJJ Financial Advisors first reported a position in VBR in Q3 2023 and has held it in 12 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • DHJJ Financial Advisors held 400 shares of Vanguard Morningstar Small-Cap Value ETF worth $97.1K as of Q2 2026.
  • DHJJ Financial Advisors sold 10 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.33K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #317 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.