EWS
VBR icon

Evergreen Wealth Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Evergreen Wealth Solutions’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 		$3.08M Sell
12,265
-5,302
-30% -$1.23M 0.16% 99
2026
Q1 		$3.82M Buy
+17,567
New +$3.93M 0.27% 71

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

Evergreen Wealth Solutions's VBR Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 30% in Q2 2026, selling an estimated $1.23M and leaving 12,265 shares worth $3.08M. The position accounts for 0.16% of the portfolio, ranked #99.

Evergreen Wealth Solutions first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.82M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Evergreen Wealth Solutions held 12,265 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.08M as of Q2 2026.
  • Evergreen Wealth Solutions sold 5,302 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.23M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.16% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #99 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.82M in Q1 2026.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.