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Good Life Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Good Life 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
2025
Q2 		$276K Buy
1,417
+28
+2% +$5.18K 0.02% 414
2025
Q1 		$259K Buy
1,389
+158
+13% +$31.2K 0.02% 413
2024
Q4 		$244K Sell
1,231
-144
-10% -$29.6K 0.02% 410
2024
Q3 		$276K Sell
1,375
-210
-13% -$40.4K 0.02% 485
2024
Q2 		$289K Buy
1,585
+20
+1% +$3.69K 0.02% 367
2024
Q1 		$300K Sell
1,565
-1,044
-40% -$188K 0.03% 347
2023
Q4 		$470K Buy
2,609
+294
+13% +$48K 0.05% 237
2023
Q3 		$369K Buy
2,315
+64
+3% +$10.7K 0.04% 264
2023
Q2 		$372K Buy
2,251
+413
+22% +$65K 0.04% 270
2023
Q1 		$292K Sell
1,838
-533
-22% -$88.2K 0.04% 302
2022
Q4 		$377K Buy
2,371
+813
+52% +$129K 0.05% 240
2022
Q3 		$223K Buy
+1,558
New +$247K 0.03% 299
2022
Q2 		– Sell
-1,518
Closed -$267K – 401
2022
Q1 		$267K Buy
1,518
+321
+27% +$55.8K 0.03% 309
2021
Q4 		$214K Sell
1,197
-375
-24% -$66.7K 0.03% 356
2021
Q3 		$266K Sell
1,572
-52
-3% -$8.9K 0.04% 290
2021
Q2 		$282K Sell
1,624
-74
-4% -$12.8K 0.05% 238
2021
Q1 		$283K Sell
1,698
-628
-27% -$98.9K 0.06% 228
2020
Q4 		$331K Buy
2,326
+16
+0.7% +$2.06K 0.08% 178
2020
Q3 		$255K Buy
2,310
+196
+9% +$22K 0.07% 191
2020
Q2 		$224K Buy
+2,114
New +$212K 0.07% 212
2020
Q1 		– Sell
-1,714
Closed -$235K – 275
2019
Q4 		$235K Sell
1,714
-4
-0.2% -$530 0.07% 220
2019
Q3 		$223K Sell
1,718
-337
-16% -$43.1K 0.07% 215
2019
Q2 		$269K Sell
2,055
-151
-7% -$19.6K 0.08% 189
2019
Q1 		$285K Buy
+2,206
New +$281K 0.08% 175

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Good Life Advisors's VBR Position: Q2 2025 in Review

Good Life Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q2 2025, buying an estimated $5.18K and bringing the position to 1,417 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #414.

Good Life Advisors first reported a position in VBR in Q1 2019 and has held it in 24 quarters since. The position peaked at $470K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Good Life Advisors held 1,417 shares of Vanguard Morningstar Small-Cap Value ETF worth $276K as of Q2 2025.
  • Good Life Advisors bought 28 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $5.18K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #414 holding.
  • Good Life Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and has held it in 24 quarters since.
  • Good Life Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $470K in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.