Fortitude Family Office’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fortitude Family Office’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	$2.31M	Hold	10,000	–	–	0.39%	40
2026 Q2	$2.43M	Hold	10,000	–	–	0.47%	39
2026 Q1	$2.17M	Hold	10,000	–	–	0.49%	44
2025 Q4	$2.12M	Hold	10,000	–	–	0.49%	47
2025 Q3	$2.09M	Buy	+10,000	New	+$2.04M	0.56%	41

Other funds holding VBR

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Fortitude Family Office's VBR Position: Q3 2026 in Review

Fortitude Family Office held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 10,000 shares worth $2.31M. The position accounts for 0.39% of the portfolio, ranked #40.

Fortitude Family Office first reported a position in VBR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q2 2026. 320 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Fortitude Family Office held 10,000 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.31M as of Q3 2026.
Fortitude Family Office left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.39% of Fortitude Family Office's portfolio in Q3 2026, its #40 holding.
Fortitude Family Office first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Fortitude Family Office's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.43M in Q2 2026.
320 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.