Golden State Equity Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
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Golden State Equity Partners's VBR Position: Q2 2026 in Review
Golden State Equity Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 96% in Q2 2026, selling an estimated $129K and leaving 24 shares worth $5.83K. The position accounts for 0.02% of the portfolio, ranked #246.
Golden State Equity Partners first reported a position in VBR in Q3 2024 and has held it in 3 quarters since. The position peaked at $126K in Q1 2026. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Golden State Equity Partners held 24 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.83K as of Q2 2026.
- Golden State Equity Partners sold 556 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $129K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #246 holding.
- Golden State Equity Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
- Golden State Equity Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $126K in Q1 2026.
- 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.