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Greenwood Gearhart’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Greenwood Gearhart’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 		$1.14M Buy
4,690
+1,601
+52% +$372K 0.05% 76
2026
Q1 		$671K Buy
+3,089
New +$691K 0.04% 82

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Greenwood Gearhart's VBR Position: Q2 2026 in Review

Greenwood Gearhart increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 52% in Q2 2026, buying an estimated $372K and bringing the position to 4,690 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #76.

Greenwood Gearhart first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Greenwood Gearhart held 4,690 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.14M as of Q2 2026.
  • Greenwood Gearhart bought 1,601 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $372K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Greenwood Gearhart's portfolio in Q2 2026, its #76 holding.
  • Greenwood Gearhart first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.