Empowered Funds’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Empowered Funds’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	$2.44M	Buy	10,029 +2,163	+27%	+$503K	0.01%	1083
2026 Q1	$1.71M	Buy	+7,866	New	+$1.76M	0.01%	1189
2025 Q4	–	Sell	-96,186	Closed	-$20.1M	–	1873
2025 Q3	$20.1M	Buy	96,186 +10,918	+13%	+$2.23M	0.2%	87
2025 Q2	$16.6M	Buy	85,268 +80,125	+1,558%	+$14.8M	0.19%	105
2025 Q1	$958K	Sell	5,143 -139	-3%	-$27.5K	0.01%	1016
2024 Q4	$1.05M	Hold	5,282	–	–	0.02%	959
2024 Q3	$1.06M	Hold	5,282	–	–	0.02%	885
2024 Q2	$964K	Sell	5,282 -89,414	-94%	-$16.5M	0.02%	875
2024 Q1	$18.2M	Buy	94,696 +92,611	+4,442%	+$16.7M	0.33%	46
2023 Q4	$375K	Buy	+2,085	New	+$340K	0.01%	1056
2021 Q3	–	Sell	-20,712	Closed	-$3.6M	–	285
2021 Q2	$3.6M	Buy	20,712 +7,184	+53%	+$1.24M	0.46%	83
2021 Q1	$1.92M	Hold	13,528	–	–	0.37%	95
2020 Q4	$1.92M	Buy	+13,528	New	+$1.75M	0.37%	95

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 22.96% 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

Empowered Funds's VBR Position: Q2 2026 in Review

Empowered Funds increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 27% in Q2 2026, buying an estimated $503K and bringing the position to 10,029 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1083.

Empowered Funds first reported a position in VBR in Q4 2020 and has held it in 13 quarters since. The position peaked at $20.1M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Empowered Funds held 10,029 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.44M as of Q2 2026.
Empowered Funds bought 2,163 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $503K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1083 holding.
Empowered Funds first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 13 quarters since.
Empowered Funds's Vanguard Morningstar Small-Cap Value ETF position peaked at $20.1M in Q3 2025.
1,761 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.