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Lansing Street Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Lansing Street Advisors’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 		$12.5M Buy
51,593
+142
+0.3% +$33K 2.66% 9
2026
Q1 		$11.2M Sell
51,451
-169
-0.3% -$37.8K 2.81% 8
2025
Q4 		$10.9M Sell
51,620
-96
-0.2% -$20.1K 2.79% 9
2025
Q3 		$10.8M Buy
51,716
+3,138
+6% +$642K 2.88% 10
2025
Q2 		$9.52M Buy
48,578
+24,528
+102% +$4.54M 2.83% 9
2025
Q1 		$4.48M Buy
24,050
+297
+1% +$58.7K 1.5% 16
2024
Q4 		$4.71M Sell
23,753
-1,010
-4% -$207K 1.64% 16
2024
Q3 		$4.97M Buy
24,763
+650
+3% +$125K 1.83% 17
2024
Q2 		$4.4M Sell
24,113
-142
-0.6% -$26.2K 1.83% 16
2024
Q1 		$4.65M Sell
24,255
-728
-3% -$131K 2.09% 13
2023
Q4 		$4.5M Buy
+24,983
New +$4.08M 2.35% 11
2023
Q2 		$4.89M Sell
29,592
-1,981
-6% -$312K 2.84% 10
2023
Q1 		$5.01M Buy
31,573
+858
+3% +$142K 3.14% 9
2022
Q4 		$4.88M Sell
30,715
-416
-1% -$66.2K 3.34% 8
2022
Q3 		$4.46M Buy
31,131
+2,414
+8% +$383K 3.45% 8
2022
Q2 		$4.3M Buy
28,717
+2,218
+8% +$364K 3.35% 8
2022
Q1 		$4.55M Buy
+26,499
New +$4.61M 2.9% 9

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

Lansing Street Advisors's VBR Position: Q2 2026 in Review

Lansing Street Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.28% in Q2 2026, buying an estimated $33K and bringing the position to 51,593 shares worth $12.5M. The position accounts for 2.66% of the portfolio, ranked #9.

Lansing Street Advisors first reported a position in VBR in Q1 2022 and has held it in 17 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Lansing Street Advisors held 51,593 shares of Vanguard Morningstar Small-Cap Value ETF worth $12.5M as of Q2 2026.
  • Lansing Street Advisors bought 142 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $33K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.66% of Lansing Street Advisors's portfolio in Q2 2026, its #9 holding.
  • Lansing Street Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 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 Lansing Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.