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E-Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

E-Wealth Partners’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 		$8.35M Buy
34,384
+2,282
+7% +$531K 6.04% 4
2026
Q1 		$6.97M Buy
32,102
+2,251
+8% +$503K 5.63% 4
2025
Q4 		$6.32M Buy
+29,851
New +$6.25M 5.31% 5

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

E-Wealth Partners's VBR Position: Q2 2026 in Review

E-Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.1% in Q2 2026, buying an estimated $531K and bringing the position to 34,384 shares worth $8.35M. The position accounts for 6.04% of the portfolio, ranked #4.

E-Wealth Partners 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-Wealth Partners held 34,384 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.35M as of Q2 2026.
  • E-Wealth Partners bought 2,282 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $531K.
  • Vanguard Morningstar Small-Cap Value ETF made up 6.04% of E-Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • E-Wealth Partners 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-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.