Graves Light Lenhart Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Graves Light Lenhart Wealth’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 Q3	$991K	Sell	4,290 -76	-2%	-$18.5K	0.09%	82
2026 Q2	$1.06M	Buy	4,366 +2	+0%	+$465	0.1%	85
2026 Q1	$948K	Buy	4,364 +39	+0.9%	+$8.72K	0.1%	85
2025 Q4	$916K	Buy	4,325 +3	+0.1%	+$628	0.1%	87
2025 Q3	$902K	Buy	4,322 +44	+1%	+$9K	0.1%	89
2025 Q2	$834K	Buy	4,278 +184	+4%	+$34.1K	0.1%	89
2025 Q1	$763K	Hold	4,094	–	–	0.09%	92
2024 Q4	$811K	Buy	4,094 +215	+6%	+$44.1K	0.1%	89
2024 Q3	$779K	Hold	3,879	–	–	0.1%	91
2024 Q2	$700K	Buy	3,879 +142	+4%	+$26.2K	0.08%	95
2024 Q1	$717K	Hold	3,737	–	–	0.08%	92
2023 Q4	$673K	Hold	3,737	–	–	0.08%	95
2023 Q3	$583K	Buy	3,737 +57	+2%	+$9.53K	0.08%	98
2023 Q2	$609K	Hold	3,680	–	–	0.08%	102
2023 Q1	$584K	Buy	3,680 +302	+9%	+$50K	0.09%	96
2022 Q4	$536K	Buy	3,378 +674	+25%	+$107K	0.08%	108
2022 Q3	$388K	Buy	2,704 +55	+2%	+$8.74K	0.06%	118
2022 Q2	$397K	Buy	2,649 +1,848	+231%	+$303K	0.06%	122
2022 Q1	$141K	Hold	801	–	–	0.02%	216
2021 Q4	$143K	Hold	801	–	–	0.02%	237
2021 Q3	$136K	Hold	801	–	–	0.02%	228
2021 Q2	$139K	Hold	801	–	–	0.02%	222
2021 Q1	$133K	Buy	801 +676	+541%	+$106K	0.02%	227
2020 Q4	$18K	Buy	+125	New	+$16.1K	﹤0.01%	500

Other funds holding VBR

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Graves Light Lenhart Wealth's VBR Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.7% in Q3 2026, selling an estimated $18.5K and leaving 4,290 shares worth $991K. The position accounts for 0.09% of the portfolio, ranked #82.

Graves Light Lenhart Wealth first reported a position in VBR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q2 2026. 110 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Graves Light Lenhart Wealth held 4,290 shares of Vanguard Morningstar Small-Cap Value ETF worth $991K as of Q3 2026.
Graves Light Lenhart Wealth sold 76 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $18.5K.
Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #82 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
Graves Light Lenhart Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.06M in Q2 2026.
110 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.