Libra Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Libra Wealth’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	$845K	Hold	3,479	–	–	0.22%	34
2026 Q1	$756K	Sell	3,479 -148	-4%	-$33.1K	0.21%	33
2025 Q4	$768K	Hold	3,627	–	–	0.21%	35
2025 Q3	$757K	Hold	3,627	–	–	0.23%	33
2025 Q2	$707K	Buy	3,627 +1	+0%	+$185	0.23%	33
2025 Q1	$675K	Buy	3,626 +220	+6%	+$43.5K	0.25%	31
2024 Q4	$675K	Hold	3,406	–	–	0.26%	31
2024 Q3	$684K	Buy	3,406 +21	+0.6%	+$4.04K	0.27%	31
2024 Q2	$618K	Hold	3,385	–	–	0.27%	28
2024 Q1	$650K	Hold	3,385	–	–	0.28%	30
2023 Q4	$609K	Hold	3,385	–	–	0.3%	28
2023 Q3	$540K	Hold	3,385	–	–	0.3%	28
2023 Q2	$560K	Hold	3,385	–	–	0.31%	29
2023 Q1	$537K	Hold	3,385	–	–	0.31%	28
2022 Q4	$538K	Hold	3,385	–	–	0.01%	33
2022 Q3	$485K	Buy	+3,385	New	+$538K	0.31%	29

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

Libra Wealth's VBR Position: Q2 2026 in Review

Libra Wealth held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 3,479 shares worth $845K. The position accounts for 0.22% of the portfolio, ranked #34.

Libra Wealth first reported a position in VBR in Q3 2022 and has held it in 16 quarters since. 1,754 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Libra Wealth held 3,479 shares of Vanguard Morningstar Small-Cap Value ETF worth $845K as of Q2 2026.
Libra Wealth left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.22% of Libra Wealth's portfolio in Q2 2026, its #34 holding.
Libra Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
1,754 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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