Elmwood Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Elmwood Wealth Management’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	$202K	Buy	+832	New	+$194K	0.05%	195
2020 Q2	–	Sell	-100	Closed	-$12.9K	–	344
2020 Q1	$12.9K	Buy	+100	New	+$12.1K	0.01%	180
2019 Q2	–	Sell	-50	Closed	-$6K	–	304
2019 Q1	$6K	Hold	50	–	–	0.01%	215
2018 Q4	$6K	Hold	50	–	–	0.01%	216
2018 Q3	$6.97K	Sell	50 -50	-50%	-$7.01K	0.01%	218
2018 Q2	$13.6K	Hold	100	–	–	0.01%	185
2018 Q1	$12.9K	Buy	+100	New	+$13.3K	0.01%	180

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elmwood Wealth Management's VBR Position: Q2 2026 in Review

Elmwood Wealth Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 832 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in VBR as recently as Q1 2020.

Elmwood Wealth Management first reported a position in VBR in Q1 2018 and has held it in 7 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Elmwood Wealth Management held 832 shares of Vanguard Morningstar Small-Cap Value ETF worth $202K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Elmwood Wealth Management position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #195 holding.
Elmwood Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 7 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.