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Graney & King’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Graney & King’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 		$330K Buy
1,845
+738
+67% +$172K 0.12% 56
2026
Q1 		$241K Hold
1,107
– – 0.13% 58
2025
Q4 		$235K Buy
1,107
+30
+3% +$6.28K 0.14% 58
2025
Q3 		$225K Hold
1,077
– – 0.16% 58
2025
Q2 		$210K Hold
1,077
– – 0.14% 56
2025
Q1 		$201K Buy
1,077
+2
+0.2% +$395 0.15% 55
2024
Q4 		$213K Buy
+1,075
New +$221K 0.16% 52

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

Graney & King's VBR Position: Q2 2026 in Review

Graney & King increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 67% in Q2 2026, buying an estimated $172K and bringing the position to 1,845 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #56.

Graney & King first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Graney & King held 1,845 shares of Vanguard Morningstar Small-Cap Value ETF worth $330K as of Q2 2026.
  • Graney & King bought 738 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $172K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Graney & King's portfolio in Q2 2026, its #56 holding.
  • Graney & King first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.