Forefront Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Forefront Wealth Partners’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	$227K	Buy	+935	New	+$217K	0.07%	169
2025 Q3	–	Sell	-2,906	Closed	-$576K	–	207
2025 Q2	$576K	Buy	2,906 +180	+7%	+$33.3K	0.4%	52
2025 Q1	$508K	Sell	2,726 -180	-6%	-$35.6K	0.35%	69
2024 Q4	$576K	Buy	+2,906	New	+$597K	0.43%	50

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 22.9% 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

Forefront Wealth Partners's VBR Position: Q2 2026 in Review

Forefront Wealth Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 935 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #169 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in VBR as recently as Q2 2025.

Forefront Wealth Partners first reported a position in VBR in Q4 2024 and has held it in 4 quarters since. The position peaked at $576K in Q2 2025. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Forefront Wealth Partners held 935 shares of Vanguard Morningstar Small-Cap Value ETF worth $227K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Forefront Wealth Partners position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Forefront Wealth Partners's portfolio in Q2 2026, its #169 holding.
Forefront Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
Forefront Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $576K in Q2 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.