Gilliland Jeter Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Gilliland Jeter Wealth Management’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	$373K	Hold	1,536	–	–	0.1%	142
2026 Q1	$334K	Hold	1,536	–	–	0.1%	146
2025 Q4	$325K	Hold	1,536	–	–	0.1%	141
2025 Q3	$321K	Hold	1,536	–	–	0.1%	143
2025 Q2	$300K	Hold	1,536	–	–	0.1%	141
2025 Q1	$286K	Hold	1,536	–	–	0.1%	147
2024 Q4	$304K	Hold	1,536	–	–	0.1%	140
2024 Q3	$308K	Sell	1,536 -13	-0.8%	-$2.5K	0.1%	140
2024 Q2	$283K	Buy	1,549 +13	+0.8%	+$2.4K	0.1%	139
2024 Q1	$295K	Hold	1,536	–	–	0.1%	140
2023 Q4	$276K	Buy	+1,536	New	+$251K	0.11%	137

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

Gilliland Jeter Wealth Management's VBR Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,536 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #142.

Gilliland Jeter Wealth Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Gilliland Jeter Wealth Management held 1,536 shares of Vanguard Morningstar Small-Cap Value ETF worth $373K as of Q2 2026.
Gilliland Jeter Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #142 holding.
Gilliland Jeter Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.