E&R Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
AL
E&R Wealth Management's VBR Position: Q2 2026 in Review
E&R Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.9% in Q2 2026, buying an estimated $2.08M and bringing the position to 99,405 shares worth $24.2M. The position accounts for 20.49% of the portfolio, ranked #2.
E&R Wealth Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- E&R Wealth Management held 99,405 shares of Vanguard Morningstar Small-Cap Value ETF worth $24.2M as of Q2 2026.
- E&R Wealth Management bought 8,954 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.08M.
- Vanguard Morningstar Small-Cap Value ETF made up 20.49% of E&R Wealth Management's portfolio in Q2 2026, its #2 holding.
- E&R Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on E&R Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.