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GHP Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

GHP Investment 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
Q2 		$1.3M Sell
5,345
-140
-3% -$32.6K 0.05% 270
2026
Q1 		$1.19M Sell
5,485
-21
-0.4% -$4.7K 0.05% 266
2025
Q4 		$1.17M Sell
5,506
-46
-0.8% -$9.63K 0.05% 272
2025
Q3 		$1.16M Buy
5,552
+83
+2% +$17K 0.05% 265
2025
Q2 		$1.07M Sell
5,469
-3
-0.1% -$555 0.05% 266
2025
Q1 		$1.02M Sell
5,472
-72
-1% -$14.2K 0.05% 263
2024
Q4 		$1.1M Sell
5,544
-9
-0.2% -$1.85K 0.05% 259
2024
Q3 		$1.12M Sell
5,553
-107
-2% -$20.6K 0.05% 260
2024
Q2 		$1.03M Buy
5,660
+17
+0.3% +$3.14K 0.05% 262
2024
Q1 		$1.08M Buy
5,643
+566
+11% +$102K 0.05% 264
2023
Q4 		$914K Buy
5,077
+1,641
+48% +$268K 0.05% 269
2023
Q3 		$534K Buy
3,436
+904
+36% +$151K 0.03% 296
2023
Q2 		$432K Buy
2,532
+592
+31% +$93.2K 0.03% 315
2023
Q1 		$308K Sell
1,940
-115
-6% -$19K 0.02% 330
2022
Q4 		$326K Buy
2,055
+312
+18% +$49.7K 0.02% 328
2022
Q3 		$250K Buy
1,743
+619
+55% +$98.3K 0.02% 332
2022
Q2 		$168K Buy
1,124
+700
+165% +$115K 0.01% 367
2022
Q1 		$75K Buy
+424
New +$73.7K ﹤0.01% 450

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

GHP Investment Advisors's VBR Position: Q2 2026 in Review

GHP Investment Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.6% in Q2 2026, selling an estimated $32.6K and leaving 5,345 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #270.

GHP Investment Advisors first reported a position in VBR in Q1 2022 and has held it in 18 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • GHP Investment Advisors held 5,345 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.3M as of Q2 2026.
  • GHP Investment Advisors sold 140 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $32.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of GHP Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • GHP Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.