EWA LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

EWA LLC’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	$354K	Buy	1,458 +425	+41%	+$98.9K	0.06%	188
2026 Q1	$225K	Buy	1,033 +1	+0.1%	+$224	0.05%	220
2025 Q4	$218K	Buy	+1,032	New	+$216K	0.05%	210
2024 Q1	–	Sell	-3,384	Closed	-$598K	–	164
2023 Q4	$598K	Sell	3,384 -38,995	-92%	-$6.37M	0.29%	36
2023 Q3	$6.61M	Buy	42,379 +3,322	+9%	+$555K	4.28%	7
2023 Q2	$6.46M	Buy	39,057 +2,160	+6%	+$340K	4.43%	7
2023 Q1	$5.63M	Buy	+36,897	New	+$6.11M	4.18%	8

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA LLC's VBR Position: Q2 2026 in Review

EWA LLC increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 41% in Q2 2026, buying an estimated $98.9K and bringing the position to 1,458 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #188.

EWA LLC first reported a position in VBR in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.61M in Q3 2023. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

EWA LLC held 1,458 shares of Vanguard Morningstar Small-Cap Value ETF worth $354K as of Q2 2026.
EWA LLC bought 425 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $98.9K.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of EWA LLC's portfolio in Q2 2026, its #188 holding.
EWA LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
EWA LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.61M in Q3 2023.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.