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May Barnhard Investments’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

May Barnhard Investments’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 		$4.55M Buy
18,716
+563
+3% +$131K 1.84% 23
2026
Q1 		$3.94M Buy
18,153
+1,818
+11% +$406K 1.91% 23
2025
Q4 		$3.46M Buy
16,335
+59
+0.4% +$12.4K 1.63% 25
2025
Q3 		$3.4M Sell
16,276
-2,896
-15% -$592K 1.57% 25
2025
Q2 		$3.74M Buy
19,172
+169
+0.9% +$31.3K 1.75% 24
2025
Q1 		$3.54M Buy
19,003
+1,155
+6% +$228K 1.77% 24
2024
Q4 		$3.54M Buy
17,848
+461
+3% +$94.6K 1.68% 25
2024
Q3 		$3.49M Buy
17,387
+2,304
+15% +$443K 1.71% 25
2024
Q2 		$2.75M Buy
15,083
+1,536
+11% +$284K 1.42% 26
2024
Q1 		$2.6M Buy
13,547
+268
+2% +$48.4K 1.3% 28
2023
Q4 		$2.39M Buy
+13,279
New +$2.17M 1.23% 29

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

May Barnhard Investments's VBR Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.1% in Q2 2026, buying an estimated $131K and bringing the position to 18,716 shares worth $4.55M. The position accounts for 1.84% of the portfolio, ranked #23.

May Barnhard Investments first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • May Barnhard Investments held 18,716 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.55M as of Q2 2026.
  • May Barnhard Investments bought 563 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.84% of May Barnhard Investments's portfolio in Q2 2026, its #23 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.