EFA
VBR icon

Evernest Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Evernest Financial Advisors’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 		$210K Buy
+864
New +$201K 0.04% 183
2024
Q4 		– Sell
-1,155
Closed -$232K – 177
2024
Q3 		$232K Buy
+1,155
New +$222K 0.06% 146

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 22.9% 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

Evernest Financial Advisors's VBR Position: Q2 2026 in Review

Evernest Financial Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 864 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in VBR as recently as Q3 2024.

Evernest Financial Advisors first reported a position in VBR in Q3 2024 and has held it in 2 quarters since. The position peaked at $232K in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Evernest Financial Advisors held 864 shares of Vanguard Morningstar Small-Cap Value ETF worth $210K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Evernest Financial Advisors position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Evernest Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • Evernest Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Evernest Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $232K in Q3 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.