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

Greenspring 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
2026 Q2	$2.24M	Sell	9,223 -22	-0.2%	-$5.12K	0.12%	90
2026 Q1	$2.01M	Sell	9,245 -178	-2%	-$39.8K	0.12%	86
2025 Q4	$2M	Buy	9,423 +6,198	+192%	+$1.3M	0.12%	85
2025 Q3	$673K	Buy	+3,225	New	+$659K	0.12%	52
2025 Q1	–	Sell	-1,116	Closed	-$221K	–	104
2024 Q4	$221K	Hold	1,116	–	–	0.05%	88
2024 Q3	$224K	Hold	1,116	–	–	0.05%	88
2024 Q2	$204K	Buy	+1,116	New	+$206K	0.05%	79
2023 Q2	–	Sell	-6,113	Closed	-$971K	–	114
2023 Q1	$971K	Buy	6,113 +133	+2%	+$22K	0.21%	48
2022 Q4	$950K	Sell	5,980 -54	-0.9%	-$8.6K	0.25%	46
2022 Q3	$865K	Sell	6,034 -34	-0.6%	-$5.4K	0.27%	44
2022 Q2	$907K	Buy	6,068 +730	+14%	+$120K	0.27%	43
2022 Q1	$939K	Sell	5,338 -544	-9%	-$94.6K	0.25%	34
2021 Q4	$1.05M	Buy	+5,882	New	+$1.05M	0.27%	29

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

Greenspring Advisors's VBR Position: Q2 2026 in Review

Greenspring Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.24% in Q2 2026, selling an estimated $5.12K and leaving 9,223 shares worth $2.24M. The position accounts for 0.12% of the portfolio, ranked #90.

Greenspring Advisors first reported a position in VBR in Q4 2021 and has held it in 13 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Greenspring Advisors held 9,223 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.24M as of Q2 2026.
Greenspring Advisors sold 22 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.12K.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Greenspring Advisors's portfolio in Q2 2026, its #90 holding.
Greenspring Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.