Legacy Wealth Management (Idaho)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Legacy Wealth Management (Idaho)’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	$269K	Buy	1,109 +59	+6%	+$13.7K	0.11%	156
2026 Q1	$228K	Sell	1,050 -22	-2%	-$4.92K	0.11%	113
2025 Q4	$227K	Buy	1,072 +991	+1,223%	+$207K	0.11%	97
2025 Q3	$16.9K	Sell	81 -2	-2%	-$409	0.01%	286
2025 Q2	$16.2K	Hold	83	–	–	0.01%	260
2025 Q1	$15.5K	Hold	83	–	–	0.01%	272
2024 Q4	$16.9K	Sell	83 -148	-64%	-$30.4K	0.01%	231
2024 Q3	$48.6K	Buy	+231	New	+$44.4K	0.03%	120

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 Wealth Management (Idaho)'s VBR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.6% in Q2 2026, buying an estimated $13.7K and bringing the position to 1,109 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #156.

Legacy Wealth Management (Idaho) first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Legacy Wealth Management (Idaho) held 1,109 shares of Vanguard Morningstar Small-Cap Value ETF worth $269K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 59 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $13.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #156 holding.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.