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

Evermay 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 		$550K Sell
2,263
-587
-21% -$137K 0.06% 120
2026
Q1 		$619K Sell
2,850
-29
-1% -$6.48K 0.07% 113
2025
Q4 		$610K Sell
2,879
-91
-3% -$19.1K 0.07% 115
2025
Q3 		$621K Sell
2,970
-560
-16% -$115K 0.07% 112
2025
Q2 		$690K Sell
3,530
-79
-2% -$14.6K 0.08% 110
2025
Q1 		$672K Sell
3,609
-355
-9% -$70.1K 0.09% 99
2024
Q4 		$786K Sell
3,964
-2,875
-42% -$590K 0.12% 95
2024
Q3 		$1.37M Sell
6,839
-4,804
-41% -$923K 0.22% 61
2024
Q2 		$2.13M Buy
11,643
+43
+0.4% +$7.94K 0.34% 42
2024
Q1 		$2.23M Buy
11,600
+8,405
+263% +$1.52M 0.34% 44
2023
Q4 		$575K Sell
3,195
-70
-2% -$11.4K 0.11% 99
2023
Q3 		$521K Sell
3,265
-20
-0.6% -$3.34K 0.11% 98
2023
Q2 		$543K Sell
3,285
-13
-0.4% -$2.05K 0.1% 98
2023
Q1 		$524K Sell
3,298
-58
-2% -$9.6K 0.11% 97
2022
Q4 		$533K Sell
3,356
-105
-3% -$16.7K 0.11% 90
2022
Q3 		$496K Sell
3,461
-394
-10% -$62.6K 0.1% 87
2022
Q2 		$578K Sell
3,855
-706
-15% -$116K 0.11% 81
2022
Q1 		$802K Buy
4,561
+3,961
+660% +$689K 0.13% 76
2021
Q4 		$107K Hold
600
– – 0.02% 225
2021
Q3 		$102K Hold
600
– – 0.02% 213
2021
Q2 		$104K Buy
+600
New +$104K 0.02% 218

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

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

Evermay Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 21% in Q2 2026, selling an estimated $137K and leaving 2,263 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #120.

Evermay Wealth Management first reported a position in VBR in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.23M in Q1 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Evermay Wealth Management held 2,263 shares of Vanguard Morningstar Small-Cap Value ETF worth $550K as of Q2 2026.
  • Evermay Wealth Management sold 587 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Evermay Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Evermay Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.23M in Q1 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.