Bank of Ann Arbor’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bank of Ann Arbor’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	$60.3K	Buy	+261	New	+$63.7K	0.01%	292

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of Ann Arbor's VBR Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 261 shares worth $60.3K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Bank of Ann Arbor held 261 shares of Vanguard Morningstar Small-Cap Value ETF worth $60.3K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Bank of Ann Arbor position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #292 holding.
1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.