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

Legacy Edge 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	$1.21M	Hold	4,988	–	–	0.11%	94
2026 Q1	$1.08M	Sell	4,988 -2,028	-29%	-$453K	0.11%	93
2025 Q4	$1.49M	Buy	7,016 +1,991	+40%	+$417K	0.16%	76
2025 Q3	$1.05M	Sell	5,025 -1,078	-18%	-$220K	0.12%	87
2025 Q2	$1.19M	Buy	6,103 +1,884	+45%	+$349K	0.16%	76
2025 Q1	$786K	Sell	4,219 -59	-1%	-$11.7K	0.12%	86
2024 Q4	$845K	Sell	4,278 -1,545	-27%	-$317K	0.13%	83
2024 Q3	$1.17M	Sell	5,823 -774	-12%	-$149K	0.19%	66
2024 Q2	$1.2M	Sell	6,597 -846	-11%	-$156K	0.22%	59
2024 Q1	$1.43M	Sell	7,443 -3,907	-34%	-$705K	0.3%	50
2023 Q4	$2.04M	Buy	+11,350	New	+$1.85M	0.47%	42

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Edge Advisors's VBR Position: Q2 2026 in Review

Legacy Edge Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 4,988 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #94.

Legacy Edge Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Legacy Edge Advisors held 4,988 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.21M as of Q2 2026.
Legacy Edge Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #94 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.04M in Q4 2023.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.