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

Harpswell Capital 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
Q3 		– Sell
-2,636
Closed -$641K – 48
2026
Q2 		$641K Sell
2,636
-3,500
-57% -$814K 0.41% 28
2026
Q1 		$1.33M Buy
6,136
+400
+7% +$89.4K 0.99% 18
2025
Q4 		$1.21M Buy
5,736
+650
+13% +$136K 0.96% 17
2025
Q3 		$1.06M Buy
+5,086
New +$1.04M 1.01% 14

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Harpswell Capital Advisors's VBR Position: Q3 2026 in Review

Harpswell Capital Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026, closing a stake of 2,636 shares — an estimated $641K sold.

Harpswell Capital Advisors first reported a position in VBR in Q3 2025 and held it in 4 quarters. The position peaked at $1.33M in Q1 2026. 99 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Harpswell Capital Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Harpswell Capital Advisors sold 2,636 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $641K.
  • Harpswell Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 4 quarters.
  • Harpswell Capital Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.33M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.