GAFA
VBR icon

Garton & Associates Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-51
Closed -$10.8K – 670
2025
Q4 		$10.8K Buy
+51
New +$10.7K 0.01% 810

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

Garton & Associates Financial Advisors's VBR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 51 shares — an estimated $10.8K sold.

Garton & Associates Financial Advisors first reported a position in VBR in Q4 2025 and held it in 1 quarter. The position peaked at $10.8K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 51 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $10.8K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $10.8K in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.