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

LJI 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 		$754K Buy
3,103
+63
+2% +$14.7K 0.11% 83
2026
Q1 		$660K Buy
3,040
+169
+6% +$37.8K 0.11% 76
2025
Q4 		$608K Hold
2,871
– – 0.09% 90
2025
Q3 		$599K Buy
2,871
+5
+0.2% +$1.02K 0.1% 73
2025
Q2 		$559K Buy
2,866
+1,722
+151% +$319K 0.1% 87
2025
Q1 		$213K Buy
1,144
+60
+6% +$11.9K 0.04% 168
2024
Q4 		$215K Sell
1,084
-380
-26% -$78K 0.04% 165
2024
Q3 		$294K Buy
1,464
+38
+3% +$7.3K 0.06% 149
2024
Q2 		$260K Hold
1,426
– – 0.06% 151
2024
Q1 		$274K Buy
1,426
+86
+6% +$15.5K 0.07% 122
2023
Q4 		$241K Buy
1,340
+3
+0.2% +$490 0.06% 145
2023
Q3 		$213K Buy
1,337
+2
+0.1% +$334 0.06% 149
2023
Q2 		$221K Buy
1,335
+9
+0.7% +$1.42K 0.06% 145
2023
Q1 		$211K Buy
1,326
+2
+0.2% +$331 0.07% 145
2022
Q4 		$210K Buy
+1,324
New +$211K 0.07% 131

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

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

LJI Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,103 shares worth $754K. The position accounts for 0.11% of the portfolio, ranked #83.

LJI Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • LJI Wealth Management held 3,103 shares of Vanguard Morningstar Small-Cap Value ETF worth $754K as of Q2 2026.
  • LJI Wealth Management bought 63 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.11% of LJI Wealth Management's portfolio in Q2 2026, its #83 holding.
  • LJI Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.