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 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

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

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

LongView Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 30% in Q2 2026, selling an estimated $105K and leaving 1,033 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #204.

LongView Wealth Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

LongView Wealth Management held 1,033 shares of Vanguard Morningstar Small-Cap Value ETF worth $251K as of Q2 2026.
LongView Wealth Management sold 450 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $105K.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #204 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.18M in Q3 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.