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

McGlone Suttner 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 		$1.9M Buy
7,822
+1
+0% +$233 0.22% 52
2026
Q1 		$1.7M Hold
7,821
– – 0.23% 49
2025
Q4 		$1.66M Sell
7,821
-113
-1% -$23.7K 0.22% 51
2025
Q3 		$1.66M Buy
7,934
+2
+0% +$409 0.23% 48
2025
Q2 		$1.55M Sell
7,932
-500
-6% -$92.6K 0.23% 47
2025
Q1 		$1.57M Sell
8,432
-7
-0.1% -$1.38K 0.26% 41
2024
Q4 		$1.67M Buy
8,439
+783
+10% +$161K 0.28% 42
2024
Q3 		$1.54M Sell
7,656
-2,104
-22% -$404K 0.32% 38
2024
Q2 		$1.76M Buy
9,760
+967
+11% +$179K 0.36% 29
2024
Q1 		$1.69M Sell
8,793
-967
-10% -$174K 0.32% 37
2023
Q4 		$1.76M Sell
9,760
-270
-3% -$44.1K 0.35% 29
2023
Q3 		$1.6M Sell
10,030
-830
-8% -$139K 0.37% 27
2023
Q2 		$1.8M Sell
10,860
-214
-2% -$33.7K 0.41% 25
2023
Q1 		$1.76M Sell
11,074
-1,169
-10% -$194K 0.45% 24
2022
Q4 		$1.94M Buy
+12,243
New +$1.95M 0.62% 22

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

McGlone Suttner Wealth Management's VBR Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.01% in Q2 2026, buying an estimated $233 and bringing the position to 7,822 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #52.

McGlone Suttner Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2022. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • McGlone Suttner Wealth Management held 7,822 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.9M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.22% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #52 holding.
  • McGlone Suttner Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.94M in Q4 2022.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.