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 Q2	$984K	Sell	4,051 -255	-6%	-$59.3K	0.13%	93
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 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 22.9% 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

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

Madison Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.9% in Q2 2026, selling an estimated $59.3K and leaving 4,051 shares worth $984K. The position accounts for 0.13% of the portfolio, ranked #93.

Madison Wealth Partners first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Madison Wealth Partners held 4,051 shares of Vanguard Morningstar Small-Cap Value ETF worth $984K as of Q2 2026.
Madison Wealth Partners sold 255 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $59.3K.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Madison Wealth Partners's portfolio in Q2 2026, its #93 holding.
Madison Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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