Fearless Solutions (Best Invest)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fearless Solutions (Best Invest)’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	$972K	Sell	3,999 -89	-2%	-$20.7K	0.51%	48
2026 Q1	$888K	Sell	4,088 -7	-0.2%	-$1.56K	0.54%	44
2025 Q4	$867K	Sell	4,095 -12	-0.3%	-$2.51K	0.53%	42
2025 Q3	$857K	Sell	4,107 -92	-2%	-$18.8K	0.55%	42
2025 Q2	$819K	Sell	4,199 -3	-0.1%	-$555	0.57%	43
2025 Q1	$783K	Sell	4,202 -117	-3%	-$23.1K	0.61%	41
2024 Q4	$856K	Buy	+4,319	New	+$887K	0.65%	39

Other funds holding VBR

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fearless Solutions (Best Invest)'s VBR Position: Q2 2026 in Review

Fearless Solutions (Best Invest) reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.2% in Q2 2026, selling an estimated $20.7K and leaving 3,999 shares worth $972K. The position accounts for 0.51% of the portfolio, ranked #48.

Fearless Solutions (Best Invest) first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Fearless Solutions (Best Invest) held 3,999 shares of Vanguard Morningstar Small-Cap Value ETF worth $972K as of Q2 2026.
Fearless Solutions (Best Invest) sold 89 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $20.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.51% of Fearless Solutions (Best Invest)'s portfolio in Q2 2026, its #48 holding.
Fearless Solutions (Best Invest) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,233 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q2 2026, filed 22 Jul 2026.