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

Liberty Wealth 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 		$2.12M Hold
9,752
– – 0.26% 71
2026
Q1 		$2.12M Buy
9,752
+98
+1% +$21.9K 0.26% 71
2025
Q4 		$2.04M Buy
9,654
+473
+5% +$99K 0.26% 65
2025
Q3 		$1.92M Sell
9,181
-79
-0.9% -$16.2K 0.27% 64
2025
Q2 		$1.81M Buy
9,260
+1,540
+20% +$285K 0.28% 60
2025
Q1 		$1.44M Buy
7,720
+127
+2% +$25.1K 0.28% 55
2024
Q4 		$1.5M Buy
7,593
+356
+5% +$73.1K 0.25% 64
2024
Q3 		$1.45M Sell
7,237
-19,021
-72% -$3.66M 0.25% 61
2024
Q2 		$1.28M Buy
26,258
+19,493
+288% +$3.6M 0.24% 63
2024
Q1 		$1.3M Buy
6,765
+4,479
+196% +$808K 0.25% 60
2023
Q4 		$1.17M Sell
2,286
-3,837
-63% -$626K 0.25% 57
2023
Q3 		$977K Buy
6,123
+91
+2% +$15.2K 0.24% 57
2023
Q2 		$1.16M Buy
6,032
+208
+4% +$32.7K 0.29% 49
2023
Q1 		$925K Buy
+5,824
New +$964K 0.19% 77
2022
Q3 		$662K Buy
4,618
+148
+3% +$23.5K 0.18% 67
2022
Q2 		$669K Buy
4,470
+169
+4% +$27.7K 0.27% 63
2022
Q1 		$756K Buy
4,301
+4,296
+85,920% +$747K 0.27% 59
2021
Q4 		$1.59K Sell
5
-3,635
-100% -$646K 0.07% 58
2021
Q3 		$619K Buy
3,640
+423
+13% +$72.4K 0.22% 67
2021
Q2 		$556K Buy
3,217
+3,167
+6,334% +$549K 0.22% 70
2021
Q1 		$7K Hold
50
– – ﹤0.01% 665
2020
Q4 		$7K Hold
50
– – ﹤0.01% 658
2020
Q3 		$6K Hold
50
– – ﹤0.01% 610
2020
Q2 		$5K Hold
50
– – ﹤0.01% 627
2020
Q1 		$4K Sell
50
-83
-62% -$10.1K ﹤0.01% 644
2019
Q4 		$18K Buy
133
+41
+45% +$5.43K 0.01% 431
2019
Q3 		$12K Hold
92
– – 0.01% 491
2019
Q2 		$12K Buy
92
+42
+84% +$5.46K 0.01% 491
2019
Q1 		$6K Hold
50
– – ﹤0.01% 526
2018
Q4 		$5K Buy
+50
New +$6.33K ﹤0.01% 559

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

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

Liberty Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 9,752 shares worth $2.12M. The position accounts for 0.26% of the portfolio, ranked #71.

Liberty Wealth Management first reported a position in VBR in Q4 2018 and has held it in 30 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Liberty Wealth Management held 9,752 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.12M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Liberty Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Liberty Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.