Greykasell Wealth Strategies’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Greykasell Wealth Strategies’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	$846K	Buy	3,481 +3	+0.1%	+$698	0.31%	71
2026 Q1	$756K	Buy	3,478 +4	+0.1%	+$894	0.3%	75
2025 Q4	$736K	Buy	3,474 +9	+0.3%	+$1.88K	0.29%	78
2025 Q3	$723K	Buy	3,465 +3	+0.1%	+$613	0.3%	75
2025 Q2	$675K	Buy	3,462 +227	+7%	+$42K	0.32%	72
2025 Q1	$603K	Buy	3,235 +5	+0.2%	+$988	0.32%	75
2024 Q4	$640K	Buy	+3,230	New	+$663K	0.36%	75

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

Greykasell Wealth Strategies's VBR Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.09% in Q2 2026, buying an estimated $698 and bringing the position to 3,481 shares worth $846K. The position accounts for 0.31% of the portfolio, ranked #71.

Greykasell Wealth Strategies first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Greykasell Wealth Strategies held 3,481 shares of Vanguard Morningstar Small-Cap Value ETF worth $846K as of Q2 2026.
Greykasell Wealth Strategies bought 3 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $698.
Vanguard Morningstar Small-Cap Value ETF made up 0.31% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #71 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.