LongView Wealth Management
VBR icon

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

LongView 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
Q3 		– Sell
-1,033
Closed -$251K – 241
2026
Q2 		$251K Sell
1,033
-450
-30% -$105K 0.06% 204
2026
Q1 		$338K Sell
1,483
-3,125
-68% -$699K 0.08% 180
2025
Q4 		$1.02M Sell
4,608
-120
-3% -$25.1K 0.25% 82
2025
Q3 		$987K Hold
4,728
– – 0.27% 77
2025
Q2 		$922K Sell
4,728
-150
-3% -$27.8K 0.28% 77
2025
Q1 		$909K Sell
4,878
-771
-14% -$152K 0.27% 79
2024
Q4 		$1.12M Sell
5,649
-250
-4% -$51.3K 0.34% 65
2024
Q3 		$1.18M Buy
5,899
+231
+4% +$44.4K 0.38% 58
2024
Q2 		$1.03M Hold
5,668
– – 0.38% 59
2024
Q1 		$1.09M Buy
5,668
+350
+7% +$63.2K 0.43% 51
2023
Q4 		$939K Buy
+5,318
New +$868K 0.42% 55

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LongView Wealth Management's VBR Position: Q3 2026 in Review

LongView Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026, closing a stake of 1,033 shares — an estimated $251K sold.

LongView Wealth Management first reported a position in VBR in Q4 2023 and held it in 11 quarters. The position peaked at $1.18M in Q3 2024. 1,140 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • LongView Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • LongView Wealth Management sold 1,033 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $251K.
  • LongView Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and held it in 11 quarters.
  • LongView Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.18M in Q3 2024.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.