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Legacy Bridge’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Legacy Bridge’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 		$221K Hold
908
– – 0.07% 153
2026
Q1 		$197K Sell
908
-190
-17% -$42.5K 0.08% 144
2025
Q4 		$233K Sell
1,098
-228
-17% -$47.7K 0.09% 134
2025
Q3 		$277K Buy
1,326
+228
+21% +$46.6K 0.12% 129
2025
Q2 		$214K Sell
1,098
-60
-5% -$11.1K 0.1% 130
2025
Q1 		$216K Sell
1,158
-300
-21% -$59.3K 0.12% 130
2024
Q4 		$289K Hold
1,458
– – 0.15% 127
2024
Q3 		$293K Hold
1,458
– – 0.16% 125
2024
Q2 		$266K Sell
1,458
-60
-4% -$11.1K 0.16% 120
2024
Q1 		$291K Hold
1,518
– – 0.17% 120
2023
Q4 		$273K Hold
1,518
– – 0.18% 119
2023
Q3 		$242K Hold
1,518
– – 0.17% 129
2023
Q2 		$251K Buy
1,518
+900
+146% +$142K 0.17% 131
2023
Q1 		$98.1K Hold
618
– – 0.07% 174
2022
Q4 		$98.1K Hold
618
– – 0.07% 170
2022
Q3 		$89K Hold
618
– – 0.07% 166
2022
Q2 		$93K Hold
618
– – 0.07% 171
2022
Q1 		$109K Hold
618
– – 0.06% 175
2021
Q4 		$111K Buy
618
+13
+2% +$2.31K 0.06% 176
2021
Q3 		$102K Sell
605
-152
-20% -$26K 0.06% 174
2021
Q2 		$131K Hold
757
– – 0.07% 164
2021
Q1 		$125K Hold
757
– – 0.08% 158
2020
Q4 		$108K Hold
757
– – 0.08% 160
2020
Q3 		$84K Sell
757
-75
-9% -$8.41K 0.08% 158
2020
Q2 		$89K Hold
832
– – 0.1% 149
2020
Q1 		$74K Hold
832
– – 0.09% 150
2019
Q4 		$114K Hold
832
– – 0.09% 157
2019
Q3 		$107K Hold
832
– – 0.1% 156
2019
Q2 		$109K Hold
832
– – 0.11% 154
2019
Q1 		$107K Hold
832
– – 0.11% 152
2018
Q4 		$95K Buy
+832
New +$105K 0.12% 149

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

Legacy Bridge's VBR Position: Q2 2026 in Review

Legacy Bridge held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 908 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #153.

Legacy Bridge first reported a position in VBR in Q4 2018 and has held it in 31 quarters since. The position peaked at $293K in Q3 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Legacy Bridge held 908 shares of Vanguard Morningstar Small-Cap Value ETF worth $221K as of Q2 2026.
  • Legacy Bridge left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Legacy Bridge's portfolio in Q2 2026, its #153 holding.
  • Legacy Bridge first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's Vanguard Morningstar Small-Cap Value ETF position peaked at $293K in Q3 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.