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

Gen-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	$84.4K	Sell	347 -93	-21%	-$21.6K	0.02%	352
2026 Q1	$95.5K	Buy	440 +1	+0.2%	+$224	0.03%	337
2025 Q4	$93.1K	Buy	439 +2	+0.5%	+$419	0.03%	331
2025 Q3	$91.2K	Buy	437 +2	+0.5%	+$409	0.03%	332
2025 Q2	$84.9K	Buy	435 +2	+0.5%	+$370	0.03%	297
2025 Q1	$80.7K	Buy	433 +1	+0.2%	+$198	0.03%	297
2024 Q4	$85.5K	Buy	432 +1	+0.2%	+$205	0.04%	301
2024 Q3	$86.8K	Sell	431 -237	-35%	-$45.6K	0.04%	301
2024 Q2	$122K	Hold	668	–	–	0.06%	263
2024 Q1	$128K	Buy	+668	New	+$121K	0.06%	273

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

Gen-Wealth Partners's VBR Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 21% in Q2 2026, selling an estimated $21.6K and leaving 347 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #352.

Gen-Wealth Partners first reported a position in VBR in Q1 2024 and has held it in 10 quarters since. The position peaked at $128K in Q1 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Gen-Wealth Partners held 347 shares of Vanguard Morningstar Small-Cap Value ETF worth $84.4K as of Q2 2026.
Gen-Wealth Partners sold 93 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $21.6K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #352 holding.
Gen-Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $128K in Q1 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.