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

Guidance Point 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	$2.2M	Buy	9,046 +20	+0.2%	+$4.65K	0.46%	29
2026 Q1	$1.96M	Buy	9,026 +24	+0.3%	+$5.37K	0.46%	30
2025 Q4	$1.91M	Buy	9,002 +55	+0.6%	+$11.5K	0.44%	31
2025 Q3	$1.87M	Buy	8,947 +40	+0.4%	+$8.18K	0.45%	32
2025 Q2	$1.74M	Hold	8,907	–	–	0.45%	32
2025 Q1	$1.66M	Buy	8,907 +58	+0.7%	+$11.5K	0.47%	32
2024 Q4	$1.75M	Buy	8,849 +98	+1%	+$20.1K	0.49%	32
2024 Q3	$1.76M	Buy	8,751 +92	+1%	+$17.7K	0.51%	32
2024 Q2	$1.58M	Buy	8,659 +2	+0%	+$369	0.49%	31
2024 Q1	$1.66M	Buy	8,657 +42	+0.5%	+$7.58K	0.54%	30
2023 Q4	$1.55M	Buy	8,615 +54	+0.6%	+$8.81K	0.57%	30
2023 Q3	$1.37M	Buy	8,561 +47	+0.6%	+$7.86K	0.56%	31
2023 Q2	$1.41M	Buy	8,514 +46	+0.5%	+$7.24K	0.54%	32
2023 Q1	$1.34M	Buy	8,468 +49	+0.6%	+$8.11K	0.54%	32
2022 Q4	$1.34M	Buy	8,419 +59	+0.7%	+$9.39K	0.57%	29
2022 Q3	$1.2M	Buy	8,360 +44	+0.5%	+$6.99K	0.55%	37
2022 Q2	$1.25M	Buy	8,316 +39	+0.5%	+$6.4K	0.54%	38
2022 Q1	$1.46M	Buy	8,277 +29	+0.4%	+$5.04K	0.55%	39
2021 Q4	$1.48M	Buy	8,248 +54	+0.7%	+$9.6K	0.53%	34
2021 Q3	$1.39M	Buy	8,194 +31	+0.4%	+$5.31K	0.51%	32
2021 Q2	$1.42M	Buy	8,163 +31	+0.4%	+$5.37K	0.55%	32
2021 Q1	$1.35M	Buy	8,132 +31	+0.4%	+$4.88K	0.56%	32
2020 Q4	$1.15M	Buy	8,101 +50	+0.6%	+$6.45K	0.53%	35
2020 Q3	$890K	Buy	8,051 +45	+0.6%	+$5.04K	0.49%	37
2020 Q2	$856K	Buy	+8,006	New	+$803K	0.48%	39

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

Guidance Point Advisors's VBR Position: Q2 2026 in Review

Guidance Point Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.22% in Q2 2026, buying an estimated $4.65K and bringing the position to 9,046 shares worth $2.2M. The position accounts for 0.46% of the portfolio, ranked #29.

Guidance Point Advisors first reported a position in VBR in Q2 2020 and has held it in 25 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Guidance Point Advisors held 9,046 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.2M as of Q2 2026.
Guidance Point Advisors bought 20 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Morningstar Small-Cap Value ETF made up 0.46% of Guidance Point Advisors's portfolio in Q2 2026, its #29 holding.
Guidance Point Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.