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Everhart Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Everhart Financial Group’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 		$62.1M Buy
255,385
+198,989
+353% +$46.3M 3.97% 7
2026
Q1 		$12.3M Buy
56,396
+18,188
+48% +$4.07M 1.04% 12
2025
Q4 		$8.09M Buy
38,208
+1,863
+5% +$390K 0.75% 20
2025
Q3 		$7.59M Buy
36,345
+2,624
+8% +$537K 0.76% 20
2025
Q2 		$6.58M Buy
33,721
+4,032
+14% +$746K 0.76% 18
2025
Q1 		$5.53M Buy
29,689
+3,772
+15% +$745K 0.76% 15
2024
Q4 		$5.14M Buy
25,917
+464
+2% +$95.3K 1.06% 17
2024
Q3 		$5.11M Buy
25,453
+368
+1% +$70.7K 1.13% 13
2024
Q2 		$4.58M Buy
25,085
+670
+3% +$124K 1.19% 15
2024
Q1 		$4.68M Buy
24,415
+1,255
+5% +$226K 1.36% 11
2023
Q4 		$4.17M Buy
23,160
+557
+2% +$90.9K 1.48% 10
2023
Q3 		$3.6M Sell
22,603
-11
-0% -$1.84K 1.53% 12
2023
Q2 		$3.35M Buy
22,614
+1,273
+6% +$200K 1.39% 16
2023
Q1 		$3.39M Buy
21,341
+2,427
+13% +$402K 1.52% 13
2022
Q4 		$3M Sell
18,914
-10,191
-35% -$1.62M 1.51% 15
2022
Q3 		$4.17M Buy
29,105
+9,630
+49% +$1.53M 2.31% 7
2022
Q2 		$2.92M Sell
19,475
-1,185
-6% -$194K 1.77% 12
2022
Q1 		$3.63M Buy
20,660
+1,403
+7% +$244K 2.1% 11
2021
Q4 		$3.44M Buy
19,257
+182
+1% +$32.4K 2.08% 13
2021
Q3 		$3.23M Sell
19,075
-719
-4% -$123K 2.21% 11
2021
Q2 		$3.44M Buy
19,794
+1,013
+5% +$176K 2.37% 11
2021
Q1 		$3.11M Sell
18,781
-652
-3% -$103K 2.73% 9
2020
Q4 		$2.76M Buy
+19,433
New +$2.51M 2.55% 10

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

Everhart Financial Group's VBR Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 353% in Q2 2026, buying an estimated $46.3M and bringing the position to 255,385 shares worth $62.1M. The position accounts for 3.97% of the portfolio, ranked #7.

Everhart Financial Group first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Everhart Financial Group held 255,385 shares of Vanguard Morningstar Small-Cap Value ETF worth $62.1M as of Q2 2026.
  • Everhart Financial Group bought 198,989 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $46.3M.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.97% of Everhart Financial Group's portfolio in Q2 2026, its #7 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.