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

Evoke Wealth’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 		– Sell
-5,499
Closed -$1.19M – 617
2026
Q1 		$1.19M Buy
5,499
+402
+8% +$89.9K 0.02% 250
2025
Q4 		$1.08M Hold
5,097
– – 0.02% 255
2025
Q3 		$1.07M Hold
5,097
– – 0.02% 244
2025
Q2 		$999K Hold
5,097
– – 0.02% 230
2025
Q1 		$950K Buy
5,097
+324
+7% +$64K 0.02% 203
2024
Q4 		$946K Buy
4,773
+228
+5% +$46.8K 0.03% 191
2024
Q3 		$913K Buy
4,545
+1,070
+31% +$206K 0.02% 193
2024
Q2 		$638K Sell
3,475
-1,141
-25% -$211K 0.75% 26
2024
Q1 		$886K Buy
+4,616
New +$833K 0.03% 188
2023
Q4 		– Sell
-4,145
Closed -$661K – 335
2023
Q3 		$661K Sell
4,145
-471
-10% -$78.7K 0.02% 214
2023
Q2 		$763K Buy
+4,616
New +$727K 0.03% 179
2022
Q4 		– Sell
-689
Closed -$99K – 1105
2022
Q3 		$99K Hold
689
– – ﹤0.01% 416
2022
Q2 		$103K Hold
689
– – ﹤0.01% 408
2022
Q1 		$121K Buy
689
+471
+216% +$81.9K ﹤0.01% 410
2021
Q4 		$39K Hold
218
– – ﹤0.01% 567
2021
Q3 		$36K Hold
218
– – ﹤0.01% 552
2021
Q2 		$38K Sell
218
-32
-13% -$5.55K ﹤0.01% 556
2021
Q1 		$41K Buy
+250
New +$39.4K ﹤0.01% 475
2020
Q2 		– Sell
-500
Closed -$44.4K – 1197
2020
Q1 		$44.4K Buy
+500
New +$60.6K 0.01% 351
2019
Q4 		– Sell
-500
Closed -$64.4K – 1462
2019
Q3 		$64.4K Buy
+500
New +$64K 0.01% 425

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

Evoke Wealth's VBR Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 5,499 shares — an estimated $1.19M sold.

Evoke Wealth first reported a position in VBR in Q3 2019 and held it in 20 quarters. The position peaked at $1.19M in Q1 2026. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,499 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.19M.
  • Evoke Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and held it in 20 quarters.
  • Evoke Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.19M in Q1 2026.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.