Mayflower Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mayflower Financial Advisors’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	$220K	Buy	+904	New	+$210K	0.02%	458
2026 Q1	–	Sell	-969	Closed	-$205K	–	463
2025 Q4	$205K	Buy	+969	New	+$203K	0.02%	401
2022 Q2	–	Sell	-1,756	Closed	-$309K	–	369
2022 Q1	$309K	Sell	1,756 -254	-13%	-$44.2K	0.04%	265
2021 Q4	$359K	Sell	2,010 -6	-0.3%	-$1.07K	0.05%	239
2021 Q3	$357K	Buy	2,016 +23	+1%	+$3.94K	0.05%	233
2021 Q2	$346K	Sell	1,993 -14	-0.7%	-$2.43K	0.05%	219
2021 Q1	$332K	Buy	2,007 +92	+5%	+$14.5K	0.05%	218
2020 Q4	$272K	Buy	+1,915	New	+$247K	0.05%	219

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

Mayflower Financial Advisors's VBR Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 904 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in VBR as recently as Q4 2025.

Mayflower Financial Advisors first reported a position in VBR in Q4 2020 and has held it in 8 quarters since. The position peaked at $359K in Q4 2021. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Mayflower Financial Advisors held 904 shares of Vanguard Morningstar Small-Cap Value ETF worth $220K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Mayflower Financial Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #458 holding.
Mayflower Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
Mayflower Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $359K in Q4 2021.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.