GGS
VBR icon

Galvin Gaustad & Stein’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Galvin Gaustad & Stein’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 		$480K Sell
2,079
-220
-10% -$53.7K 0.04% 173
2026
Q2 		$559K Sell
2,299
-450
-16% -$105K 0.04% 170
2026
Q1 		$597K Hold
2,749
– – 0.05% 160
2025
Q4 		$582K Sell
2,749
-65
-2% -$13.6K 0.05% 157
2025
Q3 		$587K Sell
2,814
-217
-7% -$44.4K 0.05% 134
2025
Q2 		$591K Sell
3,031
-755
-20% -$140K 0.05% 129
2025
Q1 		$705K Sell
3,786
-245
-6% -$48.4K 0.06% 107
2024
Q4 		$799K Sell
4,031
-514
-11% -$106K 0.07% 107
2024
Q3 		$913K Sell
4,545
-425
-9% -$81.7K 0.08% 99
2024
Q2 		$907K Sell
4,970
-29
-0.6% -$5.36K 0.08% 94
2024
Q1 		$959K Sell
4,999
-185
-4% -$33.4K 0.09% 94
2023
Q4 		$933K Hold
5,184
– – 0.09% 92
2023
Q3 		$827K Hold
5,184
– – 0.08% 92
2023
Q2 		$857K Sell
5,184
-230
-4% -$36.2K 0.08% 95
2023
Q1 		$860K Hold
5,414
– – 0.08% 92
2022
Q4 		$860K Buy
5,414
+74
+1% +$11.8K 0.09% 95
2022
Q3 		$766K Sell
5,340
-20
-0.4% -$3.18K 0.08% 94
2022
Q2 		$803K Sell
5,360
-120
-2% -$19.7K 0.08% 97
2022
Q1 		$964K Sell
5,480
-269
-5% -$46.8K 0.09% 99
2021
Q4 		$1.03M Buy
5,749
+3,873
+206% +$689K 0.09% 103
2021
Q3 		$318K Buy
1,876
+101
+6% +$17.3K 0.03% 145
2021
Q2 		$308K Buy
1,775
+565
+47% +$97.9K 0.03% 161
2021
Q1 		$200K Buy
+1,210
New +$191K 0.02% 187

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Galvin Gaustad & Stein's VBR Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.6% in Q3 2026, selling an estimated $53.7K and leaving 2,079 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #173.

Galvin Gaustad & Stein first reported a position in VBR in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2021. 99 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Galvin Gaustad & Stein held 2,079 shares of Vanguard Morningstar Small-Cap Value ETF worth $480K as of Q3 2026.
  • Galvin Gaustad & Stein sold 220 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $53.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #173 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 23 quarters since.
  • Galvin Gaustad & Stein's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.03M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.