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Martin Worley Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Martin Worley Group’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
2025
Q2 		$1.11M Sell
5,671
-78
-1% -$14.4K 0.54% 41
2025
Q1 		$1.07M Hold
5,749
– – 0.61% 39
2024
Q4 		$1.14M Buy
+5,749
New +$1.18M 0.71% 40

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Martin Worley Group's VBR Position: Q2 2025 in Review

Martin Worley Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.4% in Q2 2025, selling an estimated $14.4K and leaving 5,671 shares worth $1.11M. The position accounts for 0.54% of the portfolio, ranked #41.

Martin Worley Group first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2024. 1,562 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Martin Worley Group held 5,671 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.11M as of Q2 2025.
  • Martin Worley Group sold 78 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $14.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.54% of Martin Worley Group's portfolio in Q2 2025, its #41 holding.
  • Martin Worley Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.14M in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.