Leo H. Evart Inc’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Leo H. Evart Inc’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	$541K	Buy	+2,491	New	+$557K	0.46%	31
2023 Q3	$471K	Sell	2,953 -42	-1%	-$7.02K	0.72%	21
2023 Q2	$495K	Sell	2,995 -10	-0.3%	-$1.57K	0.69%	22
2023 Q1	$477K	Sell	3,005 -438	-13%	-$72.5K	0.7%	21
2022 Q4	$547K	Sell	3,443 -15	-0.4%	-$2.39K	0.83%	20
2022 Q3	$496K	Sell	3,458 -88	-2%	-$14K	0.76%	19
2022 Q2	$531K	Sell	3,546 -527	-13%	-$86.4K	0.65%	20
2022 Q1	$717K	Buy	4,073 +66	+2%	+$11.5K	0.74%	21
2021 Q4	$717K	Buy	+4,007	New	+$713K	0.7%	22

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leo H. Evart Inc's VBR Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 2,491 shares worth $541K. The stake represents 0.46% of the portfolio and ranks #31 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VBR as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VBR in Q4 2021 and has held it in 9 quarters since. The position peaked at $717K in Q1 2022. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Leo H. Evart Inc held 2,491 shares of Vanguard Morningstar Small-Cap Value ETF worth $541K as of Q1 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.46% of Leo H. Evart Inc's portfolio in Q1 2026, its #31 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard Morningstar Small-Cap Value ETF position peaked at $717K in Q1 2022.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.