FEG
VBR icon

Financial Enhancement Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Financial Enhancement Group’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 		$2.12M Buy
9,110
+1,053
+13% +$257K 0.24% 69
2026
Q2 		$1.96M Buy
8,057
+465
+6% +$108K 0.23% 72
2026
Q1 		$1.76M Buy
+7,592
New +$1.7M 0.22% 74
2018
Q2 		– Sell
-12
Closed -$2K – 279
2018
Q1 		$2K Buy
+12
New +$1.59K ﹤0.01% 231

Other funds holding VBR

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

Financial Enhancement Group's VBR Position: Q3 2026 in Review

Financial Enhancement Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 13% in Q3 2026, buying an estimated $257K and bringing the position to 9,110 shares worth $2.12M. The position accounts for 0.24% of the portfolio, ranked #69.

Financial Enhancement Group first reported a position in VBR in Q1 2018 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Financial Enhancement Group held 9,110 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.12M as of Q3 2026.
  • Financial Enhancement Group bought 1,053 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $257K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.24% of Financial Enhancement Group's portfolio in Q3 2026, its #69 holding.
  • Financial Enhancement Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.