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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
Q3 		$63.6M Buy
275,370
+19,985
+8% +$4.88M 3.92% 5
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group's VBR Position: Q3 2026 in Review

Everhart Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.8% in Q3 2026, buying an estimated $4.88M and bringing the position to 275,370 shares worth $63.6M. The position accounts for 3.92% of the portfolio, ranked #5.

Everhart Financial Group first reported a position in VBR in Q4 2020 and has held it in 24 quarters since. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Everhart Financial Group held 275,370 shares of Vanguard Morningstar Small-Cap Value ETF worth $63.6M as of Q3 2026.
  • Everhart Financial Group bought 19,985 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $4.88M.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.92% of Everhart Financial Group's portfolio in Q3 2026, its #5 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.