Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Keeler & Nadler Financial Planning & 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	$849K	Buy	3,494 +11	+0.3%	+$2.56K	0.24%	46
2026 Q1	$757K	Sell	3,483 -12	-0.3%	-$2.68K	0.26%	47
2025 Q4	$740K	Sell	3,495 -1	-0%	-$209	0.26%	45
2025 Q3	$730K	Sell	3,496 -33	-0.9%	-$6.75K	0.27%	42
2025 Q2	$688K	Sell	3,529 -20	-0.6%	-$3.7K	0.28%	43
2025 Q1	$659K	Sell	3,549 -22	-0.6%	-$4.35K	0.3%	40
2024 Q4	$708K	Sell	3,571 -237	-6%	-$48.7K	0.33%	39
2024 Q3	$765K	Sell	3,808 -493	-11%	-$94.8K	0.37%	33
2024 Q2	$785K	Sell	4,301 -1,021	-19%	-$189K	0.43%	33
2024 Q1	$1.02M	Sell	5,322 -835	-14%	-$151K	0.61%	33
2023 Q4	$1.11M	Buy	+6,157	New	+$1.01M	0.8%	26
2022 Q4	$1.04M	Buy	+6,572	New	+$1.05M	0.95%	22
2021 Q4	$1.19M	Buy	+6,676	New	+$1.19M	1.1%	24

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Keeler & Nadler Financial Planning & Wealth Management's VBR Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.32% in Q2 2026, buying an estimated $2.56K and bringing the position to 3,494 shares worth $849K. The position accounts for 0.24% of the portfolio, ranked #46.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VBR in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.19M in Q4 2021. 1,320 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 3,494 shares of Vanguard Morningstar Small-Cap Value ETF worth $849K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 11 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.56K.
Vanguard Morningstar Small-Cap Value ETF made up 0.24% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #46 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.19M in Q4 2021.
1,320 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.