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KMG Fiduciary Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

KMG Fiduciary Partners’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
Q3 		$444K Sell
1,922
-313
-14% -$76.4K 0.04% 135
2026
Q2 		$543K Buy
2,235
+520
+30% +$121K 0.05% 147
2026
Q1 		$373K Buy
1,715
+211
+14% +$47.2K 0.03% 217
2025
Q4 		$319K Buy
+1,504
New +$315K 0.02% 225

Other funds holding VBR

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

KMG Fiduciary Partners's VBR Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 14% in Q3 2026, selling an estimated $76.4K and leaving 1,922 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #135.

KMG Fiduciary Partners first reported a position in VBR in Q4 2025 and has held it in 4 quarters since. The position peaked at $543K in Q2 2026. 283 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • KMG Fiduciary Partners held 1,922 shares of Vanguard Morningstar Small-Cap Value ETF worth $444K as of Q3 2026.
  • KMG Fiduciary Partners sold 313 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $76.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of KMG Fiduciary Partners's portfolio in Q3 2026, its #135 holding.
  • KMG Fiduciary Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • KMG Fiduciary Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $543K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.