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

McClarren 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 		$1.17M Sell
4,825
-164
-3% -$38.1K 0.61% 31
2026
Q1 		$1.08M Sell
4,989
-796
-14% -$178K 0.64% 30
2025
Q4 		$1.05M Buy
5,785
+646
+13% +$135K 0.63% 29
2025
Q3 		$1.15M Sell
5,139
-110
-2% -$22.5K 0.7% 28
2025
Q2 		$1.02M Buy
5,249
+370
+8% +$68.5K 0.67% 28
2025
Q1 		$993K Buy
+4,879
New +$964K 0.66% 27
2024
Q4 		– Sell
-4,798
Closed -$438K – 305
2024
Q3 		$438K Sell
4,798
-130
-3% -$25K 0.06% 54
2024
Q2 		$864K Buy
4,928
+762
+18% +$141K 0.6% 28
2024
Q1 		$800K Buy
4,166
+19
+0.5% +$3.43K 0.57% 30
2023
Q4 		$746K Sell
4,147
-219
-5% -$35.8K 0.57% 30
2023
Q3 		$694K Buy
4,366
+326
+8% +$54.5K 0.61% 26
2023
Q2 		$668K Sell
4,040
-10
-0.2% -$1.57K 0.55% 28
2023
Q1 		$631K Buy
4,050
+60
+2% +$9.93K 0.57% 29
2022
Q4 		$633K Buy
3,990
+426
+12% +$67.8K 0.6% 26
2022
Q3 		$511K Buy
+3,564
New +$566K 0.51% 31
2022
Q2 		– Sell
-3,437
Closed -$602K – 264
2022
Q1 		$602K Buy
3,437
+2
+0.1% +$348 0.44% 34
2021
Q4 		$613K Buy
3,435
+157
+5% +$27.9K 0.42% 35
2021
Q3 		$554K Buy
3,278
+683
+26% +$117K 0.43% 32
2021
Q2 		$449K Buy
2,595
+530
+26% +$91.8K 0.36% 36
2021
Q1 		$342K Buy
2,065
+8
+0.4% +$1.26K 0.31% 37
2020
Q4 		$292K Buy
+2,057
New +$265K 0.28% 36

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

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

McClarren Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.3% in Q2 2026, selling an estimated $38.1K and leaving 4,825 shares worth $1.17M. The position accounts for 0.61% of the portfolio, ranked #31.

McClarren Financial Advisors first reported a position in VBR in Q4 2020 and has held it in 21 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • McClarren Financial Advisors held 4,825 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.17M as of Q2 2026.
  • McClarren Financial Advisors sold 164 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $38.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.61% of McClarren Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.