Keener Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Keener Financial Planning’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	$276K	Buy	+1,138	New	+$265K	0.1%	52
2025 Q4	–	Sell	-467	Closed	-$97K	–	204
2025 Q3	$97K	Hold	467	–	–	0.05%	75
2025 Q2	$91K	Buy	467 +263	+129%	+$48.7K	0.05%	76
2025 Q1	$38K	Sell	204 -106	-34%	-$20.9K	0.02%	89
2024 Q4	$61K	Buy	310 +15	+5%	+$3.08K	0.04%	87
2024 Q3	$59K	Hold	295	–	–	0.04%	79
2024 Q2	$53K	Hold	295	–	–	0.03%	90
2024 Q1	$57K	Hold	295	–	–	0.04%	92
2023 Q4	$53K	Buy	+295	New	+$48.2K	0.04%	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 22.9% 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

Keener Financial Planning's VBR Position: Q2 2026 in Review

Keener Financial Planning opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,138 shares worth $276K. The stake represents 0.1% of the portfolio and ranks #52 among its holdings. This is a return to the name: Keener Financial Planning previously reported a position in VBR as recently as Q3 2025.

Keener Financial Planning first reported a position in VBR in Q4 2023 and has held it in 9 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Keener Financial Planning held 1,138 shares of Vanguard Morningstar Small-Cap Value ETF worth $276K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Keener Financial Planning position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Keener Financial Planning's portfolio in Q2 2026, its #52 holding.
Keener Financial Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.