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Farmers & Merchants Investments Inc’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Farmers & Merchants Investments Inc’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 		$2.35M Sell
9,658
-97
-1% -$22.6K 0.06% 174
2026
Q1 		$2.12M Buy
9,755
+322
+3% +$72K 0.06% 170
2025
Q4 		$2M Sell
9,433
-20
-0.2% -$4.19K 0.06% 174
2025
Q3 		$1.97M Hold
9,453
– – 0.06% 172
2025
Q2 		$1.84M Sell
9,453
-50
-0.5% -$9.26K 0.05% 172
2025
Q1 		$1.77M Hold
9,503
– – 0.06% 171
2024
Q4 		$1.88M Sell
9,503
-27
-0.3% -$5.54K 0.06% 167
2024
Q3 		$1.91M Buy
9,530
+53
+0.6% +$10.2K 0.06% 165
2024
Q2 		$1.73M Hold
9,477
– – 0.06% 169
2024
Q1 		$1.82M Hold
9,477
– – 0.06% 166
2023
Q4 		$1.71M Sell
9,477
-36
-0.4% -$5.88K 0.06% 166
2023
Q3 		$1.52M Buy
9,513
+36
+0.4% +$6.02K 0.06% 164
2023
Q2 		$1.57M Sell
9,477
-224
-2% -$35.3K 0.06% 171
2023
Q1 		$1.54M Buy
9,701
+335
+4% +$55.5K 0.06% 172
2022
Q4 		$1.49M Hold
9,366
– – 0.06% 173
2022
Q3 		$1.34M Sell
9,366
-27
-0.3% -$4.29K 0.06% 176
2022
Q2 		$1.41M Sell
9,393
-215
-2% -$35.3K 0.06% 177
2022
Q1 		$1.69M Buy
9,608
+2,295
+31% +$399K 0.06% 180
2021
Q4 		$1.31M Hold
7,313
– – 0.05% 191
2021
Q3 		$1.24M Buy
7,313
+4,885
+201% +$836K 0.05% 186
2021
Q2 		$422K Sell
2,428
-153
-6% -$26.5K 0.02% 206
2021
Q1 		$427K Sell
2,581
-309
-11% -$48.7K 0.02% 202
2020
Q4 		$411K Buy
2,890
+275
+11% +$35.5K 0.02% 200
2020
Q3 		$289K Sell
2,615
-170
-6% -$19.1K 0.02% 206
2020
Q2 		$298K Sell
2,785
-939
-25% -$94.2K 0.02% 201
2020
Q1 		$331K Sell
3,724
-588
-14% -$71.3K 0.03% 188
2019
Q4 		$591K Buy
4,312
+246
+6% +$32.6K 0.04% 180
2019
Q3 		$524K Sell
4,066
-117
-3% -$15K 0.03% 186
2019
Q2 		$546K Buy
4,183
+95
+2% +$12.4K 0.04% 187
2019
Q1 		$526K Sell
4,088
-106
-3% -$13.5K 0.04% 186
2018
Q4 		$478K Sell
4,194
-28
-0.7% -$3.54K 0.04% 180
2018
Q3 		$588K Sell
4,222
-28
-0.7% -$3.93K 0.04% 177
2018
Q2 		$577K Sell
4,250
-91
-2% -$12.2K 0.04% 176
2018
Q1 		$562K Sell
4,341
-65
-1% -$8.62K 0.04% 182
2017
Q4 		$585K Sell
4,406
-583
-12% -$75.9K 0.04% 184
2017
Q3 		$638K Buy
4,989
+61
+1% +$7.52K 0.05% 171
2017
Q2 		$606K Sell
4,928
-512
-9% -$62.6K 0.05% 180
2017
Q1 		$668K Sell
5,440
-435
-7% -$53.4K 0.06% 175
2016
Q4 		$711K Sell
5,875
-130
-2% -$14.9K 0.07% 177
2016
Q3 		$665K Buy
6,005
+30
+0.5% +$3.29K 0.07% 166
2016
Q2 		$629K Sell
5,975
-1,482
-20% -$154K 0.07% 161
2016
Q1 		$760K Sell
7,457
-504
-6% -$47.4K 0.09% 158
2015
Q4 		$786K Buy
7,961
+3,335
+72% +$340K 0.1% 152
2015
Q3 		$448K Sell
4,626
-21
-0.5% -$2.18K 0.06% 170
2015
Q2 		$501K Sell
4,647
-136
-3% -$14.9K 0.06% 164
2015
Q1 		$523K Sell
4,783
-28
-0.6% -$2.97K 0.07% 157
2014
Q4 		$509K Buy
4,811
+34
+0.7% +$3.51K 0.06% 160
2014
Q3 		$476K Sell
4,777
-129
-3% -$13.4K 0.06% 161
2014
Q2 		$518K Buy
4,906
+123
+3% +$12.4K 0.07% 159
2014
Q1 		$481K Buy
4,783
+48
+1% +$4.68K 0.07% 163
2013
Q4 		$461K Buy
4,735
+81
+2% +$7.64K 0.07% 161
2013
Q3 		$420K Buy
4,654
+75
+2% +$6.63K 0.07% 163
2013
Q2 		$383K Buy
+4,579
New +$380K 0.06% 168

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Farmers & Merchants Investments Inc's VBR Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.99% in Q2 2026, selling an estimated $22.6K and leaving 9,658 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #174.

Farmers & Merchants Investments Inc first reported a position in VBR in Q2 2013 and has held it in 53 quarters since. 1,400 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 9,658 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.35M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 97 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #174 holding.
  • Farmers & Merchants Investments Inc first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.