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Horst & Graben Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Horst & Graben Wealth Management’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 		$236K Sell
971
-75
-7% -$17.4K 0.03% 189
2026
Q1 		$242K Buy
1,046
+84
+9% +$18.8K 0.03% 181
2025
Q4 		$204K Buy
+962
New +$201K 0.03% 177

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horst & Graben Wealth Management's VBR Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.2% in Q2 2026, selling an estimated $17.4K and leaving 971 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #189.

Horst & Graben Wealth Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Horst & Graben Wealth Management held 971 shares of Vanguard Morningstar Small-Cap Value ETF worth $236K as of Q2 2026.
  • Horst & Graben Wealth Management sold 75 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $17.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Horst & Graben Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Horst & Graben Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $242K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.