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

JPL 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	$65.6K	Hold	270	–	–	0.01%	223
2026 Q1	$58.7K	Buy	+270	New	+$60.4K	0.01%	215
2025 Q4	–	Sell	-401	Closed	-$83.7K	–	1081
2025 Q3	$83.7K	Buy	+401	New	+$82K	0.02%	190
2025 Q1	–	Sell	-3,394	Closed	-$673K	–	120
2024 Q4	$673K	Buy	+3,394	New	+$697K	0.19%	82
2024 Q2	$287K	Sell	1,575 -52	-3%	-$9.61K	0.14%	88
2024 Q1	$312K	Buy	+1,627	New	+$294K	0.17%	92

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

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

JPL Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 270 shares worth $65.6K. The position accounts for 0.01% of the portfolio, ranked #223.

JPL Wealth Management first reported a position in VBR in Q1 2024 and has held it in 6 quarters since. The position peaked at $673K in Q4 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

JPL Wealth Management held 270 shares of Vanguard Morningstar Small-Cap Value ETF worth $65.6K as of Q2 2026.
JPL Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #223 holding.
JPL Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
JPL Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $673K in Q4 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.