Gateway Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Gateway Wealth 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 Q2	$4.69M	Sell	19,304 -2,486	-11%	-$578K	0.28%	94
2026 Q1	$4.73M	Buy	21,790 +20,259	+1,323%	+$4.53M	0.18%	138
2025 Q4	$324K	Hold	1,531	–	–	0.04%	351
2025 Q3	$320K	Buy	1,531 +24	+2%	+$4.91K	0.04%	307
2025 Q2	$294K	Buy	+1,507	New	+$279K	0.06%	281

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gateway Wealth Partners's VBR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 11% in Q2 2026, selling an estimated $578K and leaving 19,304 shares worth $4.69M. The position accounts for 0.28% of the portfolio, ranked #94.

Gateway Wealth Partners first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.73M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Gateway Wealth Partners held 19,304 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.69M as of Q2 2026.
Gateway Wealth Partners sold 2,486 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $578K.
Vanguard Morningstar Small-Cap Value ETF made up 0.28% of Gateway Wealth Partners's portfolio in Q2 2026, its #94 holding.
Gateway Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.73M in Q1 2026.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.