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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
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
-26,580
Closed -$2.35M – 166
2022
Q1 		$2.35M Buy
26,580
+13,069
+97% +$2.27M 1.23% 18
2021
Q4 		$2K Buy
+13,511
New +$2.4M 1.17% 25

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Landmark Wealth Management (New York)'s VBR Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.2% in Q1 2026, buying an estimated $6.26K and bringing the position to 2,373 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #108.

Landmark Wealth Management (New York) first reported a position in VBR in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.77M in Q1 2024. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Landmark Wealth Management (New York) held 2,373 shares of Vanguard Morningstar Small-Cap Value ETF worth $516K as of Q1 2026.
  • Landmark Wealth Management (New York) bought 28 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $6.26K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.14% of Landmark Wealth Management (New York)'s portfolio in Q1 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 15 quarters since.
  • Landmark Wealth Management (New York)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $2.77M in Q1 2024.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.