Forvis Mazars Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Forvis Mazars Wealth Advisors’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	$480K	Buy	1,977 +1	+0.1%	+$233	0.01%	311
2026 Q1	$429K	Buy	1,976 +323	+20%	+$72.2K	0.01%	303
2025 Q4	$350K	Buy	1,653 +319	+24%	+$66.8K	0.01%	332
2025 Q3	$278K	Buy	1,334 +16	+1%	+$3.27K	0.01%	360
2025 Q2	$257K	Sell	1,318 -15	-1%	-$2.78K	0.01%	368
2025 Q1	$248K	Sell	1,333 -280	-17%	-$55.3K	0.01%	364
2024 Q4	$320K	Buy	1,613 +240	+17%	+$49.3K	0.01%	369
2024 Q3	$276K	Buy	+1,373	New	+$264K	0.01%	394
2024 Q2	–	Sell	-1,071	Closed	-$206K	–	413
2024 Q1	$206K	Buy	+1,071	New	+$193K	0.01%	384
2023 Q2	–	Sell	-1,304	Closed	-$207K	–	425
2023 Q1	$207K	Sell	1,304 -121	-8%	-$20K	0.01%	389
2022 Q4	$226K	Sell	1,425 -25	-2%	-$3.98K	0.01%	363
2022 Q3	$208K	Sell	1,450 -17	-1%	-$2.7K	0.01%	367
2022 Q2	$220K	Buy	+1,467	New	+$241K	0.01%	364
2021 Q3	–	Sell	-1,463	Closed	-$254K	–	278
2021 Q2	$254K	Buy	+1,463	New	+$254K	0.01%	239

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

Forvis Mazars Wealth Advisors's VBR Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.05% in Q2 2026, buying an estimated $233 and bringing the position to 1,977 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #311.

Forvis Mazars Wealth Advisors first reported a position in VBR in Q2 2021 and has held it in 14 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,977 shares of Vanguard Morningstar Small-Cap Value ETF worth $480K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #311 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 14 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.