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Freedom Financial Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Freedom Financial 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
Q1 		– Sell
-982
Closed -$208K – 93
2025
Q4 		$208K Buy
982
+4
+0.4% +$838 0.08% 85
2025
Q3 		$204K Buy
+978
New +$200K 0.08% 82
2025
Q2 		– Sell
-1,165
Closed -$217K – 78
2025
Q1 		$217K Buy
1,165
+3
+0.3% +$593 0.1% 70
2024
Q4 		$230K Buy
+1,162
New +$239K 0.11% 68

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Freedom Financial Partners's VBR Position: Q1 2026 in Review

Freedom Financial Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 982 shares — an estimated $208K sold.

Freedom Financial Partners first reported a position in VBR in Q4 2024 and held it in 4 quarters. The position peaked at $230K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Freedom Financial Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Freedom Financial Partners sold 982 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $208K.
  • Freedom Financial Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Freedom Financial Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $230K in Q4 2024.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.