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

LMG Wealth Partners’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 		$18.5M Buy
76,108
+509
+0.7% +$118K 2.96% 4
2026
Q1 		$16.4M Buy
75,599
+257
+0.3% +$57.5K 2.99% 4
2025
Q4 		$16M Sell
75,342
-212
-0.3% -$44.4K 2.98% 5
2025
Q3 		$15.8M Buy
75,554
+108
+0.1% +$22.1K 2.93% 5
2025
Q2 		$14.7M Sell
75,446
-22
-0% -$4.07K 3.02% 5
2025
Q1 		$14.1M Buy
75,468
+292
+0.4% +$57.7K 3.13% 4
2024
Q4 		$14.9M Sell
75,176
-376
-0.5% -$77.2K 3.25% 4
2024
Q3 		$15.2M Sell
75,552
-475
-0.6% -$91.3K 3.47% 3
2024
Q2 		$13.9M Sell
76,027
-1,265
-2% -$234K 3.46% 4
2024
Q1 		$14.8M Sell
77,292
-12,386
-14% -$2.24M 3.74% 2
2023
Q4 		$16.1M Sell
89,678
-2,723
-3% -$445K 4.48% 2
2023
Q3 		$14.7M Sell
92,401
-5,160
-5% -$863K 4.49% 2
2023
Q2 		$16.1M Buy
97,561
+241
+0.2% +$37.9K 4.94% 2
2023
Q1 		$15.5M Buy
97,320
+2,381
+3% +$394K 4.99% 2
2022
Q4 		$16M Buy
+94,939
New +$15.1M 5.28% 2

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

LMG Wealth Partners's VBR Position: Q2 2026 in Review

LMG Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.67% in Q2 2026, buying an estimated $118K and bringing the position to 76,108 shares worth $18.5M. The position accounts for 2.96% of the portfolio, ranked #4.

LMG Wealth Partners first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • LMG Wealth Partners held 76,108 shares of Vanguard Morningstar Small-Cap Value ETF worth $18.5M as of Q2 2026.
  • LMG Wealth Partners bought 509 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.96% of LMG Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • LMG Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.