MWP
VBR icon

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

Madison 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
Q1 		$936K Buy
4,306
+282
+7% +$63K 0.15% 68
2025
Q4 		$852K Buy
4,024
+616
+18% +$129K 0.16% 65
2025
Q3 		$711K Buy
3,408
+14
+0.4% +$2.86K 0.14% 77
2025
Q2 		$662K Sell
3,394
-2
-0.1% -$370 0.14% 74
2025
Q1 		$633K Sell
3,396
-54
-2% -$10.7K 0.16% 71
2024
Q4 		$684K Sell
3,450
-76
-2% -$15.6K 0.19% 66
2024
Q3 		$708K Buy
+3,526
New +$678K 0.21% 61

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Wealth Partners's VBR Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7% in Q1 2026, buying an estimated $63K and bringing the position to 4,306 shares worth $936K. The position accounts for 0.15% of the portfolio, ranked #68.

Madison Wealth Partners first reported a position in VBR in Q3 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Madison Wealth Partners held 4,306 shares of Vanguard Morningstar Small-Cap Value ETF worth $936K as of Q1 2026.
  • Madison Wealth Partners bought 282 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $63K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Madison Wealth Partners's portfolio in Q1 2026, its #68 holding.
  • Madison Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.