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Drucker Wealth 3.0’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Drucker Wealth 3.0’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 		$429K Sell
1,765
-331
-16% -$77K 0.07% 187
2026
Q1 		$455K Sell
2,096
-66
-3% -$14.8K 0.08% 177
2025
Q4 		$458K Sell
2,162
-96
-4% -$20.1K 0.08% 174
2025
Q3 		$471K Sell
2,258
-95
-4% -$19.4K 0.08% 165
2025
Q2 		$473K Sell
2,353
-73
-3% -$13.5K 0.09% 153
2025
Q1 		$452K Sell
2,426
-77
-3% -$15.2K 0.1% 120
2024
Q4 		$496K Sell
2,503
-45
-2% -$9.24K 0.11% 109
2024
Q3 		$512K Sell
2,548
-63
-2% -$12.1K 0.12% 112
2024
Q2 		$477K Buy
+2,611
New +$482K 0.13% 112

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 22.96% 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

Drucker Wealth 3.0's VBR Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 16% in Q2 2026, selling an estimated $77K and leaving 1,765 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #187.

Drucker Wealth 3.0 first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. The position peaked at $512K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Drucker Wealth 3.0 held 1,765 shares of Vanguard Morningstar Small-Cap Value ETF worth $429K as of Q2 2026.
  • Drucker Wealth 3.0 sold 331 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $77K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Drucker Wealth 3.0's portfolio in Q2 2026, its #187 holding.
  • Drucker Wealth 3.0 first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Drucker Wealth 3.0's Vanguard Morningstar Small-Cap Value ETF position peaked at $512K in Q3 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.