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Key Client Fiduciary Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Key Client Fiduciary Advisors’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 		$584K Sell
2,402
-65
-3% -$15.1K 0.17% 123
2026
Q1 		$536K Buy
2,467
+6
+0.2% +$1.34K 0.18% 115
2025
Q4 		$521K Buy
2,461
+199
+9% +$41.7K 0.18% 112
2025
Q3 		$472K Buy
2,262
+141
+7% +$28.8K 0.16% 124
2025
Q2 		$414K Sell
2,121
-43
-2% -$7.96K 0.17% 126
2025
Q1 		$403K Buy
2,164
+28
+1% +$5.53K 0.18% 122
2024
Q4 		$423K Buy
2,136
+47
+2% +$9.65K 0.19% 114
2024
Q3 		$419K Sell
2,089
-226
-10% -$43.4K 0.19% 114
2024
Q2 		$422K Buy
2,315
+12
+0.5% +$2.22K 0.21% 104
2024
Q1 		$442K Buy
2,303
+55
+2% +$9.93K 0.23% 107
2023
Q4 		$405K Sell
2,248
-125
-5% -$20.4K 0.23% 109
2023
Q3 		$378K Buy
2,373
+532
+29% +$88.9K 0.23% 105
2023
Q2 		$304K Buy
1,841
+98
+6% +$15.4K 0.18% 129
2023
Q1 		$277K Buy
+1,743
New +$289K 0.17% 128

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Key Client Fiduciary Advisors's VBR Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.6% in Q2 2026, selling an estimated $15.1K and leaving 2,402 shares worth $584K. The position accounts for 0.17% of the portfolio, ranked #123.

Key Client Fiduciary Advisors first reported a position in VBR in Q1 2023 and has held it in 14 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Key Client Fiduciary Advisors held 2,402 shares of Vanguard Morningstar Small-Cap Value ETF worth $584K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 65 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $15.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #123 holding.
  • Key Client Fiduciary Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.