LOWM
VBR icon

Laurel Oak Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Laurel Oak Wealth Management’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 		$2.32M Sell
9,557
-1,168
-11% -$272K 0.34% 60
2026
Q1 		$2.33M Sell
10,725
-3,942
-27% -$881K 0.39% 49
2025
Q4 		$3.11M Buy
+14,667
New +$3.07M 0.52% 41

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

Laurel Oak Wealth Management's VBR Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 11% in Q2 2026, selling an estimated $272K and leaving 9,557 shares worth $2.32M. The position accounts for 0.34% of the portfolio, ranked #60.

Laurel Oak Wealth Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.11M in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Laurel Oak Wealth Management held 9,557 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.32M as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,168 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $272K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.34% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.11M in Q4 2025.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.