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Family Investment Center’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Family Investment Center’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 		$604K Buy
2,486
+7
+0.3% +$1.63K 0.1% 54
2026
Q1 		$538K Sell
2,479
-191
-7% -$42.7K 0.1% 50
2025
Q4 		$566K Buy
2,670
+9
+0.3% +$1.88K 0.11% 47
2025
Q3 		$557K Buy
2,661
+7
+0.3% +$1.43K 0.12% 49
2025
Q2 		$519K Sell
2,654
-19
-0.7% -$3.52K 0.12% 51
2025
Q1 		$498K Buy
2,673
+57
+2% +$11.3K 0.12% 52
2024
Q4 		$518K Sell
2,616
-103
-4% -$21.1K 0.13% 50
2024
Q3 		$546K Buy
2,719
+16
+0.6% +$3.08K 0.14% 44
2024
Q2 		$493K Buy
2,703
+23
+0.9% +$4.25K 0.15% 42
2024
Q1 		$514K Sell
2,680
-48
-2% -$8.66K 0.17% 45
2023
Q4 		$491K Sell
2,728
-12
-0.4% -$1.96K 0.25% 35
2023
Q3 		$437K Sell
2,740
-1
-0% -$167 0.26% 31
2023
Q2 		$453K Buy
2,741
+157
+6% +$24.7K 0.29% 29
2023
Q1 		$410K Buy
2,584
+81
+3% +$13.4K 0.28% 29
2022
Q4 		$397K Buy
+2,503
New +$399K 0.29% 28

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

Family Investment Center's VBR Position: Q2 2026 in Review

Family Investment Center increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.28% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,486 shares worth $604K. The position accounts for 0.1% of the portfolio, ranked #54.

Family Investment Center first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Family Investment Center held 2,486 shares of Vanguard Morningstar Small-Cap Value ETF worth $604K as of Q2 2026.
  • Family Investment Center bought 7 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Family Investment Center's portfolio in Q2 2026, its #54 holding.
  • Family Investment Center first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.