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Liberty Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Liberty Capital Management’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 		$270K Buy
+1,112
New +$259K 0.05% 158
2025
Q4 		$259K Sell
1,224
-11
-0.9% -$2.3K 0.05% 151
2025
Q3 		$258K Sell
1,235
-16
-1% -$3.27K 0.05% 156
2025
Q2 		$244K Hold
1,251
– – 0.05% 154
2025
Q1 		$233K Hold
1,251
– – 0.05% 152
2024
Q4 		$248K Sell
1,251
-20
-2% -$4.11K 0.06% 143
2024
Q3 		$255K Sell
1,271
-11
-0.9% -$2.12K 0.06% 142
2024
Q2 		$234K Buy
+1,282
New +$237K 0.06% 142
2024
Q1 		– Sell
-1,294
Closed -$233K – 157
2023
Q4 		$233K Sell
1,294
-657
-34% -$107K 0.06% 141
2023
Q3 		$311K Buy
+1,951
New +$326K 0.09% 119
2022
Q2 		– Sell
-1,245
Closed -$219K – 140
2022
Q1 		$219K Hold
1,245
– – 0.06% 133
2021
Q4 		$223K Sell
1,245
-50
-4% -$8.89K 0.06% 129
2021
Q3 		$219K Sell
1,295
-60
-4% -$10.3K 0.06% 122
2021
Q2 		$235K Sell
1,355
-29
-2% -$5.03K 0.07% 121
2021
Q1 		$229K Sell
1,384
-7,168
-84% -$1.13M 0.08% 117
2020
Q4 		$1.22M Buy
+8,552
New +$1.1M 0.44% 59
2020
Q2 		$691K Buy
6,467
+1,807
+39% +$181K 0.3% 73
2020
Q1 		$414K Buy
+4,660
New +$565K 0.22% 79

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Liberty Capital Management's VBR Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,112 shares worth $270K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in VBR as recently as Q4 2025.

Liberty Capital Management first reported a position in VBR in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.22M in Q4 2020. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Liberty Capital Management held 1,112 shares of Vanguard Morningstar Small-Cap Value ETF worth $270K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Liberty Capital Management's portfolio in Q2 2026, its #158 holding.
  • Liberty Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2020 and has held it in 18 quarters since.
  • Liberty Capital Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.22M in Q4 2020.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.