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
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

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

Farther Finance Advisors's VBR Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.9% in Q2 2026, buying an estimated $769K and bringing the position to 45,305 shares worth $11M. The position accounts for 0.09% of the portfolio, ranked #199.

Farther Finance Advisors 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.

  • Farther Finance Advisors held 45,305 shares of Vanguard Morningstar Small-Cap Value ETF worth $11M as of Q2 2026.
  • Farther Finance Advisors bought 3,308 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $769K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #199 holding.
  • Farther Finance Advisors 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.