Echo45 Advisors
VBR icon

Echo45 Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Echo45 Advisors’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 		$4.18M Buy
18,074
+188
+1% +$45.9K 1.9% 18
2026
Q2 		$4.35M Buy
17,886
+200
+1% +$46.5K 2.24% 17
2026
Q1 		$3.84M Buy
17,686
+47
+0.3% +$10.5K 2.16% 17
2025
Q4 		$3.74M Buy
17,639
+548
+3% +$115K 2.13% 17
2025
Q3 		$3.57M Buy
17,091
+485
+3% +$99.2K 2.09% 16
2025
Q2 		$3.24M Buy
16,606
+394
+2% +$72.9K 2.04% 16
2025
Q1 		$3.02M Buy
16,212
+244
+2% +$48.2K 2.02% 15
2024
Q4 		$3.18M Buy
15,968
+1,285
+9% +$264K 2.09% 16
2024
Q3 		$2.95M Buy
14,683
+616
+4% +$118K 1.92% 17
2024
Q2 		$2.57M Sell
14,067
-1,537
-10% -$284K 1.8% 17
2024
Q1 		$2.99M Buy
15,604
+118
+0.8% +$21.3K 2.15% 14
2023
Q4 		$2.79M Buy
15,486
+1,603
+12% +$262K 2.14% 15
2023
Q3 		$2.21M Buy
13,883
+11
+0.1% +$1.84K 1.88% 14
2023
Q2 		$2.29M Buy
13,872
+496
+4% +$78.1K 1.89% 15
2023
Q1 		$2.12M Buy
13,376
+1,925
+17% +$319K 1.76% 15
2022
Q4 		$1.82M Buy
11,451
+585
+5% +$93.1K 1.63% 13
2022
Q3 		$1.56M Buy
10,866
+990
+10% +$157K 1.58% 14
2022
Q2 		$1.48M Buy
9,876
+2,415
+32% +$396K 1.4% 14
2022
Q1 		$1.31M Buy
7,461
+2,856
+62% +$497K 1.03% 17
2021
Q4 		$824K Buy
+4,605
New +$819K 0.66% 26

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Echo45 Advisors's VBR Position: Q3 2026 in Review

Echo45 Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.1% in Q3 2026, buying an estimated $45.9K and bringing the position to 18,074 shares worth $4.18M. The position accounts for 1.9% of the portfolio, ranked #18.

Echo45 Advisors first reported a position in VBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.35M in Q2 2026. 599 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Echo45 Advisors held 18,074 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.18M as of Q3 2026.
  • Echo45 Advisors bought 188 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $45.9K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.9% of Echo45 Advisors's portfolio in Q3 2026, its #18 holding.
  • Echo45 Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.35M in Q2 2026.
  • 599 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.