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

King Wealth Management Group’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 		$1.22M Sell
5,032
-61
-1% -$14.2K 0.13% 65
2026
Q1 		$1.11M Sell
5,093
-56
-1% -$12.5K 0.14% 63
2025
Q4 		$1.09M Sell
5,149
-116
-2% -$24.3K 0.13% 64
2025
Q3 		$1.1M Sell
5,265
-9
-0.2% -$1.84K 0.14% 57
2025
Q2 		$1.03M Sell
5,274
-124
-2% -$23K 0.14% 59
2025
Q1 		$1.01M Sell
5,398
-181
-3% -$35.8K 0.15% 64
2024
Q4 		$1.11M Buy
5,579
+368
+7% +$75.5K 0.16% 59
2024
Q3 		$1.05M Sell
5,211
-399
-7% -$76.7K 0.16% 61
2024
Q2 		$1.02M Sell
5,610
-73
-1% -$13.5K 0.17% 60
2024
Q1 		$1.09M Buy
5,683
+424
+8% +$76.5K 0.19% 58
2023
Q4 		$946K Buy
5,259
+3,795
+259% +$620K 0.18% 59
2023
Q3 		$233K Buy
1,464
+135
+10% +$22.6K 0.05% 129
2023
Q2 		$220K Sell
1,329
-56
-4% -$8.82K 0.04% 134
2023
Q1 		$220K Buy
+1,385
New +$229K 0.05% 130
2014
Q4 		– Sell
-2,511
Closed -$250K – 119
2014
Q3 		$250K Sell
2,511
-192
-7% -$19.9K 0.16% 86
2014
Q2 		$284K Buy
2,703
+25
+0.9% +$2.52K 0.18% 84
2014
Q1 		$270K Buy
+2,678
New +$261K 0.19% 80

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

King Wealth Management Group's VBR Position: Q2 2026 in Review

King Wealth Management Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.2% in Q2 2026, selling an estimated $14.2K and leaving 5,032 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #65.

King Wealth Management Group first reported a position in VBR in Q1 2014 and has held it in 17 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • King Wealth Management Group held 5,032 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.22M as of Q2 2026.
  • King Wealth Management Group sold 61 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $14.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of King Wealth Management Group's portfolio in Q2 2026, its #65 holding.
  • King Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2014 and has held it in 17 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.