Financial Life Planners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Financial Life Planners’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	$85K	Buy	350 +22	+7%	+$5.12K	0.05%	97
2026 Q1	$71.3K	Buy	+328	New	+$73.3K	0.05%	97
2025 Q4	–	Sell	-440	Closed	-$91.8K	–	314
2025 Q3	$91.8K	Buy	+440	New	+$90K	0.06%	96
2025 Q2	–	Sell	-564	Closed	-$105K	–	83
2025 Q1	$105K	Sell	564 -26	-4%	-$5.14K	0.1%	79
2024 Q4	$117K	Buy	+590	New	+$121K	0.1%	69

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 Life Planners's VBR Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.7% in Q2 2026, buying an estimated $5.12K and bringing the position to 350 shares worth $85K. The position accounts for 0.05% of the portfolio, ranked #97.

Financial Life Planners first reported a position in VBR in Q4 2024 and has held it in 5 quarters since. The position peaked at $117K in Q4 2024. 1,767 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Financial Life Planners held 350 shares of Vanguard Morningstar Small-Cap Value ETF worth $85K as of Q2 2026.
Financial Life Planners bought 22 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.12K.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Financial Life Planners's portfolio in Q2 2026, its #97 holding.
Financial Life Planners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's Vanguard Morningstar Small-Cap Value ETF position peaked at $117K in Q4 2024.
1,767 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.