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BFC Planning, Inc.’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

BFC Planning, Inc.’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 		$4.14M Sell
17,036
-414
-2% -$96.3K 0.17% 130
2026
Q1 		$3.79M Buy
17,450
+238
+1% +$53.2K 0.17% 122
2025
Q4 		$3.65M Buy
17,212
+1,662
+11% +$348K 0.16% 131
2025
Q3 		$3.25M Buy
15,550
+332
+2% +$67.9K 0.23% 81
2025
Q2 		$2.97M Sell
15,218
-4,308
-22% -$797K 0.23% 85
2025
Q1 		$3.64M Sell
19,526
-373
-2% -$73.7K 0.32% 68
2024
Q4 		$3.94M Buy
+19,899
New +$4.08M 0.33% 59

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 $59.5B AUM 15.92% 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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s VBR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.4% in Q2 2026, selling an estimated $96.3K and leaving 17,036 shares worth $4.14M. The position accounts for 0.17% of the portfolio, ranked #130.

BFC Planning, Inc. first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,781 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • BFC Planning, Inc. held 17,036 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.14M as of Q2 2026.
  • BFC Planning, Inc. sold 414 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $96.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #130 holding.
  • BFC Planning, Inc. first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.