GER Loftin Wealth Advisors LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

GER Loftin Wealth Advisors LLC’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 Q3	$7.44M	Buy	+32,200	New	+$7.86M	2.37%	15

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's VBR Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 32,200 shares worth $7.44M. The stake represents 2.37% of the portfolio and ranks #15 among its holdings.

1,418 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

GER Loftin Wealth Advisors LLC held 32,200 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.44M as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 2.37% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #15 holding.
1,418 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.