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

Maridea 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	$1.41M	Buy	5,798 +268	+5%	+$62.3K	0.15%	154
2026 Q1	$1.2M	Sell	5,530 -621	-10%	-$139K	0.17%	137
2025 Q4	$1.3M	Buy	6,151 +95	+2%	+$19.9K	0.2%	127
2025 Q3	$1.26M	Buy	6,056 +4,937	+441%	+$1.01M	0.2%	120
2025 Q2	$218K	Hold	1,119	–	–	0.06%	249
2025 Q1	$208K	Buy	1,119 +6	+0.5%	+$1.19K	0.07%	217
2024 Q4	$221K	Buy	+1,113	New	+$228K	0.07%	215

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

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

Maridea Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.8% in Q2 2026, buying an estimated $62.3K and bringing the position to 5,798 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #154.

Maridea Wealth Management first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Maridea Wealth Management held 5,798 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.41M as of Q2 2026.
Maridea Wealth Management bought 268 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $62.3K.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Maridea Wealth Management's portfolio in Q2 2026, its #154 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.