James T. Borello’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

James T. Borello’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	$2.77K	Hold	12	–	–	﹤0.01%	876
2026 Q2	$2.92K	Hold	12	–	–	﹤0.01%	889
2026 Q1	$2.61K	Hold	12	–	–	﹤0.01%	883
2025 Q4	$2.54K	Hold	12	–	–	﹤0.01%	733
2025 Q3	$2.5K	Hold	12	–	–	﹤0.01%	691
2025 Q2	$2.34K	Hold	12	–	–	﹤0.01%	250
2025 Q1	$2.24K	Hold	12	–	–	﹤0.01%	197
2024 Q4	$2.38K	Hold	12	–	–	﹤0.01%	172
2024 Q3	$2.41K	Hold	12	–	–	﹤0.01%	161
2024 Q2	$2.19K	Hold	12	–	–	﹤0.01%	150
2024 Q1	$2.3K	Hold	12	–	–	﹤0.01%	150
2023 Q4	$2.16K	Buy	+12	New	+$1.96K	﹤0.01%	132

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

James T. Borello's VBR Position: Q3 2026 in Review

James T. Borello held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 12 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

James T. Borello first reported a position in VBR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.92K in Q2 2026. 833 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

James T. Borello held 12 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.77K as of Q3 2026.
James T. Borello left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #876 holding.
James T. Borello first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.92K in Q2 2026.
833 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.