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Laurel Wealth Advisors (North Carolina)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-55
Closed -$11.6K – 630
2025
Q4 		$11.6K Buy
+55
New +$11.5K ﹤0.01% 473
2025
Q2 		– Sell
-55
Closed -$10.2K – 648
2025
Q1 		$10.2K Hold
55
– – ﹤0.01% 473
2024
Q4 		$10.9K Hold
55
– – ﹤0.01% 477
2024
Q3 		$11K Buy
+55
New +$10.6K ﹤0.01% 451

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VBR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 55 shares — an estimated $11.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VBR in Q3 2024 and held it in 4 quarters. The position peaked at $11.6K in Q4 2025. 1,717 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 55 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $11.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $11.6K in Q4 2025.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.