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

Diversify 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	$4.19M	Buy	17,046 +41	+0.2%	+$9.54K	0.07%	244
2026 Q1	$3.89M	Buy	17,005 +1,291	+8%	+$289K	0.07%	239
2025 Q4	$3.49M	Sell	15,714 -23	-0.1%	-$4.82K	0.16%	161
2025 Q3	$3.24M	Sell	15,737 -395	-2%	-$80.8K	0.19%	144
2025 Q2	$3.27M	Sell	16,132 -154	-0.9%	-$28.5K	0.2%	137
2025 Q1	$2.94M	Buy	16,286 +985	+6%	+$195K	0.22%	132
2024 Q4	$2.99M	Buy	15,301 +88	+0.6%	+$18.1K	0.23%	121
2024 Q3	$3.04M	Buy	15,213 +14,086	+1,250%	+$2.71M	0.29%	86
2024 Q2	$206K	Buy	+1,127	New	+$208K	0.03%	412

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 22.9% 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

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

Diversify Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.24% in Q2 2026, buying an estimated $9.54K and bringing the position to 17,046 shares worth $4.19M. The position accounts for 0.07% of the portfolio, ranked #244.

Diversify Wealth Management first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Diversify Wealth Management held 17,046 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.19M as of Q2 2026.
Diversify Wealth Management bought 41 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $9.54K.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #244 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.