Inlight Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Inlight 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	$13.4M	Buy	55,104 +8,133	+17%	+$1.89M	4.26%	8
2026 Q1	$10.2M	Buy	46,971 +12,777	+37%	+$2.86M	3.78%	9
2025 Q4	$7.24M	Buy	34,194 +18,349	+116%	+$3.84M	2.65%	11
2025 Q3	$3.31M	Buy	15,845 +5,301	+50%	+$1.08M	1.55%	19
2025 Q2	$2.06M	Buy	10,544 +5,952	+130%	+$1.1M	1.06%	23
2025 Q1	$855K	Buy	+4,592	New	+$907K	0.53%	26

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

Inlight Wealth Management's VBR Position: Q2 2026 in Review

Inlight Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 17% in Q2 2026, buying an estimated $1.89M and bringing the position to 55,104 shares worth $13.4M. The position accounts for 4.26% of the portfolio, ranked #8.

Inlight Wealth Management first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Inlight Wealth Management held 55,104 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.4M as of Q2 2026.
Inlight Wealth Management bought 8,133 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.89M.
Vanguard Morningstar Small-Cap Value ETF made up 4.26% of Inlight Wealth Management's portfolio in Q2 2026, its #8 holding.
Inlight Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.