Financial Gravity Companies’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Financial Gravity Companies’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	$276K	Buy	+1,138	New	+$265K	0.04%	141
2025 Q2	$33.2K	Buy	+170	New	+$31.5K	0.01%	364
2024 Q4	$57.6K	Buy	291 +1	+0.3%	+$205	0.01%	266
2024 Q3	$58.3K	Buy	+290	New	+$55.7K	0.02%	171
2018 Q4	$23K	Buy	+184	New	+$23.3K	0.02%	467
2018 Q1	$6K	Sell	43 -169	-80%	-$22.4K	0.01%	698
2017 Q4	$29K	Buy	+212	New	+$27.6K	0.03%	431

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Companies's VBR Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,138 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VBR as recently as Q2 2025.

Financial Gravity Companies first reported a position in VBR in Q4 2017 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Financial Gravity Companies held 1,138 shares of Vanguard Morningstar Small-Cap Value ETF worth $276K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2026, its #141 holding.
Financial Gravity Companies first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.