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

LexAurum 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 		$1.19M Buy
4,914
+828
+20% +$193K 0.14% 134
2026
Q1 		$888K Buy
+4,086
New +$913K 0.12% 150
2025
Q3 		$309K Buy
1,478
+31
+2% +$6.34K 0.04% 288
2025
Q2 		$282K Sell
1,447
-25
-2% -$4.63K 0.04% 286
2025
Q1 		$274K Buy
1,472
+92
+7% +$18.2K 0.05% 285
2024
Q4 		$274K Buy
+1,380
New +$283K 0.05% 271
2022
Q4 		– Sell
-2,991
Closed -$429K – 262
2022
Q3 		$429K Sell
2,991
-984
-25% -$156K 0.17% 132
2022
Q2 		$596K Sell
3,975
-944
-19% -$155K 0.22% 96
2022
Q1 		$865K Buy
4,919
+313
+7% +$54.4K 0.28% 75
2021
Q4 		$824K Buy
4,606
+674
+17% +$120K 0.27% 80
2021
Q3 		$666K Buy
3,932
+383
+11% +$65.6K 0.2% 130
2021
Q2 		$616K Buy
3,549
+186
+6% +$32.2K 0.18% 139
2021
Q1 		$557K Sell
3,363
-98
-3% -$15.4K 0.19% 126
2020
Q4 		$492K Buy
3,461
+83
+2% +$10.7K 0.18% 134
2020
Q3 		$374K Buy
3,378
+407
+14% +$45.6K 0.15% 139
2020
Q2 		$318K Buy
2,971
+600
+25% +$60.2K 0.17% 130
2020
Q1 		$211K Buy
+2,371
New +$288K 0.15% 160
2018
Q3 		– Sell
-1,540
Closed -$209K – 179
2018
Q2 		$209K Buy
+1,540
New +$207K 0.19% 127

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

LexAurum Advisors's VBR Position: Q2 2026 in Review

LexAurum Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 20% in Q2 2026, buying an estimated $193K and bringing the position to 4,914 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #134.

LexAurum Advisors first reported a position in VBR in Q2 2018 and has held it in 18 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • LexAurum Advisors held 4,914 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.19M as of Q2 2026.
  • LexAurum Advisors bought 828 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.14% of LexAurum Advisors's portfolio in Q2 2026, its #134 holding.
  • LexAurum Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2018 and has held it in 18 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.