EWP
VBR icon

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

Elevation 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
Q3 		$453K Sell
1,959
-60
-3% -$14.6K 0.13% 87
2026
Q2 		$491K Sell
2,019
-21
-1% -$4.88K 0.15% 83
2026
Q1 		$443K Sell
2,040
-31
-1% -$6.93K 0.16% 81
2025
Q4 		$439K Sell
2,071
-59
-3% -$12.4K 0.16% 80
2025
Q3 		$445K Sell
2,130
-190
-8% -$38.9K 0.16% 83
2025
Q2 		$452K Sell
2,320
-116
-5% -$21.5K 0.18% 76
2025
Q1 		$459K Sell
2,436
-170
-7% -$33.6K 0.2% 72
2024
Q4 		$516K Sell
2,606
-46
-2% -$9.44K 0.22% 65
2024
Q3 		$532K Buy
2,652
+8
+0.3% +$1.54K 0.23% 69
2024
Q2 		$483K Sell
2,644
-102
-4% -$18.8K 0.23% 69
2024
Q1 		$522K Sell
2,746
-125
-4% -$22.6K 0.26% 65
2023
Q4 		$467K Buy
2,871
+480
+20% +$78.4K 0.28% 65
2023
Q3 		$381K Sell
2,391
-239
-9% -$40K 0.33% 41
2023
Q2 		$445K Sell
2,630
-439
-14% -$69.1K 0.38% 36
2023
Q1 		$487K Buy
+3,069
New +$508K 0.45% 33

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Elevation Wealth Partners's VBR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3% in Q3 2026, selling an estimated $14.6K and leaving 1,959 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #87.

Elevation Wealth Partners first reported a position in VBR in Q1 2023 and has held it in 15 quarters since. The position peaked at $532K in Q3 2024. 94 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Elevation Wealth Partners held 1,959 shares of Vanguard Morningstar Small-Cap Value ETF worth $453K as of Q3 2026.
  • Elevation Wealth Partners sold 60 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $14.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Elevation Wealth Partners's portfolio in Q3 2026, its #87 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $532K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.