Litman Gregory Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Litman Gregory 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
2025 Q4	$206K	Hold	971	–	–	0.02%	144
2025 Q3	$203K	Buy	+971	New	+$199K	0.02%	145
2025 Q1	–	Sell	-1,169	Closed	-$232K	–	142
2024 Q4	$232K	Hold	1,169	–	–	0.02%	123
2024 Q3	$235K	Hold	1,169	–	–	0.02%	128
2024 Q2	$213K	Hold	1,169	–	–	0.02%	127
2024 Q1	$224K	Buy	+1,169	New	+$211K	0.02%	121
2021 Q2	–	Sell	-97	Closed	-$16K	–	182
2021 Q1	$16K	Hold	97	–	–	﹤0.01%	143
2020 Q4	$14K	Hold	97	–	–	﹤0.01%	147
2020 Q3	$11K	Hold	97	–	–	﹤0.01%	144
2020 Q2	$10K	Hold	97	–	–	﹤0.01%	135
2020 Q1	$9K	Hold	97	–	–	﹤0.01%	128
2019 Q4	$13K	Hold	97	–	–	﹤0.01%	141
2019 Q3	$12K	Hold	97	–	–	﹤0.01%	134
2019 Q2	$13K	Hold	97	–	–	﹤0.01%	154
2019 Q1	$12K	Sell	97 -22	-18%	-$2.8K	﹤0.01%	104
2018 Q4	$14K	Hold	119	–	–	﹤0.01%	107
2018 Q3	$17K	Buy	+119	New	+$16.7K	0.01%	78

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Litman Gregory Wealth Management's VBR Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q4 2025 at 971 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #144.

Litman Gregory Wealth Management first reported a position in VBR in Q3 2018 and has held it in 17 quarters since. The position peaked at $235K in Q3 2024. 1,664 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

Litman Gregory Wealth Management held 971 shares of Vanguard Morningstar Small-Cap Value ETF worth $206K as of Q4 2025.
Litman Gregory Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q4 2025.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #144 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2018 and has held it in 17 quarters since.
Litman Gregory Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $235K in Q3 2024.
1,664 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.