JF
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JMN Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

JMN Financial’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 		$520K Buy
2,141
+69
+3% +$16.1K 0.4% 65
2026
Q1 		$450K Buy
2,072
+59
+3% +$13.2K 0.44% 64
2025
Q4 		$427K Buy
+2,013
New +$421K 0.43% 64

Other funds holding VBR

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

JMN Financial's VBR Position: Q2 2026 in Review

JMN Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,141 shares worth $520K. The position accounts for 0.4% of the portfolio, ranked #65.

JMN Financial first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • JMN Financial held 2,141 shares of Vanguard Morningstar Small-Cap Value ETF worth $520K as of Q2 2026.
  • JMN Financial bought 69 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.4% of JMN Financial's portfolio in Q2 2026, its #65 holding.
  • JMN Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.