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Fiduciary Family Office’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fiduciary Family Office’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 		$4.21M Buy
17,310
+150
+0.9% +$34.9K 1.05% 13
2026
Q1 		$3.73M Hold
17,160
– – 1.06% 14
2025
Q4 		$3.63M Hold
17,160
– – 1.04% 13
2025
Q3 		$3.58M Hold
17,160
– – 1.02% 14
2025
Q2 		$3.35M Hold
17,160
– – 1.1% 14
2025
Q1 		$3.2M Buy
+17,160
New +$3.39M 1.06% 11
2024
Q4 		– Sell
-17,347
Closed -$3.48M – 243
2024
Q3 		$3.48M Buy
17,347
+55
+0.3% +$10.6K 1.15% 8
2024
Q2 		$3.16M Sell
17,292
-282
-2% -$52.1K 1.25% 8
2024
Q1 		$3.37M Sell
17,574
-238
-1% -$42.9K 1.32% 10
2023
Q4 		$3.21M Buy
+17,812
New +$2.91M 1.4% 5

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

Fiduciary Family Office's VBR Position: Q2 2026 in Review

Fiduciary Family Office increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.87% in Q2 2026, buying an estimated $34.9K and bringing the position to 17,310 shares worth $4.21M. The position accounts for 1.05% of the portfolio, ranked #13.

Fiduciary Family Office first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Fiduciary Family Office held 17,310 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.21M as of Q2 2026.
  • Fiduciary Family Office bought 150 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.05% of Fiduciary Family Office's portfolio in Q2 2026, its #13 holding.
  • Fiduciary Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.