FFA
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Farther Finance Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Farther Finance 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
Q3 		$11.6M Buy
50,074
+4,769
+11% +$1.16M 0.08% 209
2026
Q2 		$11M Buy
45,305
+3,308
+8% +$769K 0.09% 199
2026
Q1 		$9.16M Buy
41,997
+5,065
+14% +$1.13M 0.09% 207
2025
Q4 		$7.82M Buy
36,932
+872
+2% +$183K 0.08% 212
2025
Q3 		$7.53M Sell
36,060
-2,754
-7% -$563K 0.11% 152
2025
Q2 		$7.57M Sell
38,814
-544
-1% -$101K 0.15% 127
2025
Q1 		$7.35M Sell
39,358
-4,506
-10% -$890K 0.19% 107
2024
Q4 		$8.69M Buy
43,864
+10,665
+32% +$2.19M 0.31% 69
2024
Q3 		$6.67M Sell
33,199
-2,115
-6% -$407K 0.25% 78
2024
Q2 		$6.38M Sell
35,314
-640
-2% -$118K 0.31% 63
2024
Q1 		$6.84M Sell
35,954
-5,929
-14% -$1.07M 0.42% 44
2023
Q4 		$7.54M Buy
41,883
+22,227
+113% +$3.63M 0.54% 31
2023
Q3 		$3.13M Buy
19,656
+2,123
+12% +$355K 0.49% 37
2023
Q2 		$2.9M Buy
17,533
+2,046
+13% +$322K 0.63% 30
2023
Q1 		$2.46M Buy
15,487
+3,124
+25% +$517K 0.72% 27
2022
Q4 		$1.96M Buy
+12,363
New +$1.97M 0.76% 21

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Farther Finance Advisors's VBR Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 11% in Q3 2026, buying an estimated $1.16M and bringing the position to 50,074 shares worth $11.6M. The position accounts for 0.08% of the portfolio, ranked #209.

Farther Finance Advisors first reported a position in VBR in Q4 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Farther Finance Advisors held 50,074 shares of Vanguard Morningstar Small-Cap Value ETF worth $11.6M as of Q3 2026.
  • Farther Finance Advisors bought 4,769 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $1.16M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #209 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 90 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.