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Forbes Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Forbes Financial Planning’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 		$13.1M Sell
53,767
-312
-0.6% -$72.6K 7.01% 5
2026
Q1 		$11.7M Buy
54,079
+1,833
+4% +$410K 6.79% 5
2025
Q4 		$11.1M Buy
52,246
+6,920
+15% +$1.45M 6.47% 5
2025
Q3 		$9.54M Buy
45,326
+752
+2% +$154K 6.31% 5
2025
Q2 		$8.69M Sell
44,574
-2,793
-6% -$517K 5.87% 5
2025
Q1 		$8.82M Sell
47,367
-739
-2% -$146K 6.54% 2
2024
Q4 		$9.53M Buy
48,106
+136
+0.3% +$27.9K 4.62% 3
2024
Q3 		$9.63M Buy
47,970
+1,951
+4% +$375K 6.94% 4
2024
Q2 		$8.4M Buy
46,019
+35,072
+320% +$6.48M 6.6% 4
2024
Q1 		$2.1M Buy
10,947
+3,753
+52% +$677K 1.81% 20
2023
Q4 		$1.29M Buy
7,194
+3,779
+111% +$617K 1.21% 21
2023
Q3 		$545K Sell
3,415
-67
-2% -$11.2K 0.58% 22
2023
Q2 		$576K Buy
3,482
+3
+0.1% +$472 0.56% 24
2023
Q1 		$552K Buy
3,479
+6
+0.2% +$993 0.54% 23
2022
Q4 		$498K Hold
3,473
– – 0.72% 21
2022
Q3 		$498K Buy
3,473
+3
+0.1% +$477 0.72% 21
2022
Q2 		$516K Buy
3,470
+2
+0.1% +$328 0.74% 21
2022
Q1 		$612K Buy
3,468
+296
+9% +$51.5K 0.76% 20
2021
Q4 		$565K Buy
+3,172
New +$564K 0.56% 28

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Forbes Financial Planning's VBR Position: Q2 2026 in Review

Forbes Financial Planning reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.58% in Q2 2026, selling an estimated $72.6K and leaving 53,767 shares worth $13.1M. The position accounts for 7.01% of the portfolio, ranked #5.

Forbes Financial Planning first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Forbes Financial Planning held 53,767 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.1M as of Q2 2026.
  • Forbes Financial Planning sold 312 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $72.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 7.01% of Forbes Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Forbes Financial Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.