J. M. Brown & Associates’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

J. M. Brown & Associates’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	$2M	Buy	+8,210	New	+$1.91M	1.14%	17

Other funds holding VBR

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

J. M. Brown & Associates's VBR Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 8,210 shares worth $2M. The stake represents 1.14% of the portfolio and ranks #17 among its holdings.

1,701 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

J. M. Brown & Associates held 8,210 shares of Vanguard Morningstar Small-Cap Value ETF worth $2M as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new J. M. Brown & Associates position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 1.14% of J. M. Brown & Associates's portfolio in Q2 2026, its #17 holding.
1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.