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 Q2	$609K	Buy	2,506 +15	+0.6%	+$3.49K	0.48%	31
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 $1.55T 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 22.96% 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

Leo H. Evart Inc's VBR Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.6% in Q2 2026, buying an estimated $3.49K and bringing the position to 2,506 shares worth $609K. The position accounts for 0.48% of the portfolio, ranked #31.

Leo H. Evart Inc first reported a position in VBR in Q4 2021 and has held it in 10 quarters since. The position peaked at $717K in Q1 2022. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Leo H. Evart Inc held 2,506 shares of Vanguard Morningstar Small-Cap Value ETF worth $609K as of Q2 2026.
Leo H. Evart Inc bought 15 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.49K.
Vanguard Morningstar Small-Cap Value ETF made up 0.48% of Leo H. Evart Inc's portfolio in Q2 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 10 quarters since.
Leo H. Evart Inc's Vanguard Morningstar Small-Cap Value ETF position peaked at $717K in Q1 2022.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.