JDM Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

JDM Financial Group’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	$82.9K	Hold	341	–	–	0.03%	86
2026 Q1	$74.1K	Hold	341	–	–	0.03%	89
2025 Q4	$72.2K	Hold	341	–	–	0.03%	90
2025 Q3	$71.2K	Hold	341	–	–	0.03%	83
2025 Q2	$66.5K	Hold	341	–	–	0.03%	80
2025 Q1	$63.5K	Hold	341	–	–	0.03%	75
2024 Q4	$67.6K	Buy	341 +201	+144%	+$41.3K	0.04%	70
2024 Q3	$28.1K	Sell	140 -265	-65%	-$50.9K	0.02%	112
2024 Q2	$73.9K	Hold	405	–	–	0.05%	66
2024 Q1	$77.7K	Hold	405	–	–	0.06%	53
2023 Q4	$72.9K	Hold	405	–	–	0.06%	55
2023 Q3	$64.6K	Hold	405	–	–	0.06%	57
2023 Q2	$67K	Hold	405	–	–	0.06%	58
2023 Q1	$64.3K	Hold	405	–	–	0.06%	59
2022 Q4	$64.3K	Buy	+405	New	+$64.5K	0.06%	60

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

JDM Financial Group's VBR Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 341 shares worth $82.9K. The position accounts for 0.03% of the portfolio, ranked #86.

JDM Financial Group first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

JDM Financial Group held 341 shares of Vanguard Morningstar Small-Cap Value ETF worth $82.9K as of Q2 2026.
JDM Financial Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of JDM Financial Group's portfolio in Q2 2026, its #86 holding.
JDM Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.