Landmark Wealth Management (New York)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Landmark Wealth Management (New York)’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	$550K	Sell	2,264 -109	-5%	-$25.4K	0.13%	108
2026 Q1	$516K	Buy	2,373 +28	+1%	+$6.26K	0.14%	108
2025 Q4	$497K	Sell	2,345 -55	-2%	-$11.5K	0.19%	60
2025 Q3	$501K	Sell	2,400 -48	-2%	-$9.81K	0.2%	60
2025 Q2	$477K	Sell	2,448 -745	-23%	-$138K	0.2%	60
2025 Q1	$595K	Sell	3,193 -162	-5%	-$32K	0.26%	48
2024 Q4	$665K	Sell	3,355 -98	-3%	-$20.1K	0.29%	46
2024 Q3	$693K	Buy	+3,453	New	+$664K	0.3%	46
2024 Q2	–	Sell	-14,443	Closed	-$2.77M	–	67
2024 Q1	$2.77M	Sell	14,443 -35	-0.2%	-$6.32K	1.28%	24
2023 Q4	$2.61M	Buy	14,478 +1,013	+8%	+$165K	1.28%	24
2023 Q3	$2.15M	Buy	+13,465	New	+$2.25M	1.22%	24
2023 Q2	–	Sell	-13,749	Closed	-$2.18M	–	65
2023 Q1	$2.18M	Buy	13,749 +3,074	+29%	+$509K	1.21%	24
2022 Q4	$1.7M	Sell	10,675 -306	-3%	-$48.7K	1.23%	25
2022 Q3	$1.57M	Buy	+10,981	New	+$1.74M	1.19%	23
2022 Q2	–	Sell	-13,290	Closed	-$2.34M	–	70
2022 Q1	$2.34M	Sell	13,290 -221	-2%	-$38.4K	1.25%	18
2021 Q4	$2M	Buy	+13,511	New	+$2.4M	1.17%	25

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

Landmark Wealth Management (New York)'s VBR Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.6% in Q2 2026, selling an estimated $25.4K and leaving 2,264 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #108.

Landmark Wealth Management (New York) first reported a position in VBR in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.77M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Landmark Wealth Management (New York) held 2,264 shares of Vanguard Morningstar Small-Cap Value ETF worth $550K as of Q2 2026.
Landmark Wealth Management (New York) sold 109 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $25.4K.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #108 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
Landmark Wealth Management (New York)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $2.77M in Q1 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.