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

Guerra 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
2025 Q3	$7.97K	Buy	+38	New	+$7.77K	﹤0.01%	339

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guerra Advisors's VBR Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2025: 38 shares worth $7.97K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

1,573 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Guerra Advisors held 38 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.97K as of Q3 2025.
Vanguard Morningstar Small-Cap Value ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #339 holding.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.