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Frankly Finances’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Frankly Finances’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 		$8.75K Buy
+36
New +$8.37K 0.01% 82

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Frankly Finances's VBR Position: Q2 2026 in Review

Frankly Finances opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 36 shares worth $8.75K. The stake represents 0.01% of the portfolio and ranks #82 among its holdings.

1,320 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Frankly Finances held 36 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.75K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Frankly Finances position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Frankly Finances's portfolio in Q2 2026, its #82 holding.
  • 1,320 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.