KPP Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

KPP Advisory Services’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	$3.09M	Sell	12,707 -1,768	-12%	-$411K	0.39%	62
2026 Q1	$3.14M	Sell	14,475 -6,455	-31%	-$1.44M	0.46%	54
2025 Q4	$4.43M	Sell	20,930 -12,053	-37%	-$2.52M	0.64%	39
2025 Q3	$6.88M	Buy	32,983 +8,587	+35%	+$1.76M	1.02%	21
2025 Q2	$4.76M	Sell	24,396 -5,247	-18%	-$971K	0.78%	33
2025 Q1	$5.52M	Buy	29,643 +22,240	+300%	+$4.39M	1.05%	24
2024 Q4	$1.47M	Buy	7,403 +308	+4%	+$63.2K	0.35%	69
2024 Q3	$1.42M	Buy	+7,095	New	+$1.36M	0.34%	69

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 22.96% 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

KPP Advisory Services's VBR Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, selling an estimated $411K and leaving 12,707 shares worth $3.09M. The position accounts for 0.39% of the portfolio, ranked #62.

KPP Advisory Services first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.88M in Q3 2025. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

KPP Advisory Services held 12,707 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.09M as of Q2 2026.
KPP Advisory Services sold 1,768 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $411K.
Vanguard Morningstar Small-Cap Value ETF made up 0.39% of KPP Advisory Services's portfolio in Q2 2026, its #62 holding.
KPP Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
KPP Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.88M in Q3 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.