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

Manske 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 		$1.02M Buy
4,211
+1,761
+72% +$410K 0.25% 75
2026
Q1 		$532K Buy
2,450
+1,363
+125% +$305K 0.15% 115
2025
Q4 		$230K Buy
1,087
+91
+9% +$19.1K 0.07% 192
2025
Q3 		$208K Buy
+996
New +$204K 0.06% 195

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

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

Manske Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 72% in Q2 2026, buying an estimated $410K and bringing the position to 4,211 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #75.

Manske Wealth Management first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 1,761 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Manske Wealth Management held 4,211 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.02M as of Q2 2026.
  • Manske Wealth Management bought 1,761 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $410K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.25% of Manske Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Manske Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.