MCWS
VBR icon

McKinley Carter Wealth Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

McKinley Carter Wealth Services’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 		$3.18M Sell
13,090
-27
-0.2% -$6.28K 0.16% 100
2026
Q1 		$2.85M Sell
13,117
-230
-2% -$51.4K 0.16% 106
2025
Q4 		$2.83M Sell
13,347
-336
-2% -$70.4K 0.16% 107
2025
Q3 		$2.86M Sell
13,683
-1,167
-8% -$239K 0.15% 103
2025
Q2 		$2.9M Sell
14,850
-400
-3% -$74K 0.16% 99
2025
Q1 		$2.84M Sell
15,250
-475
-3% -$93.8K 0.17% 88
2024
Q4 		$3.12M Sell
15,725
-167
-1% -$34.3K 0.19% 87
2024
Q3 		$3.19M Sell
15,892
-893
-5% -$172K 0.19% 91
2024
Q2 		$3.06M Sell
16,785
-664
-4% -$123K 0.2% 88
2024
Q1 		$3.35M Sell
17,449
-1,140
-6% -$206K 0.22% 82
2023
Q4 		$3.35M Sell
18,589
-2,997
-14% -$489K 0.24% 78
2023
Q3 		$3.44M Sell
21,586
-3,228
-13% -$540K 0.27% 71
2023
Q2 		$4.1M Sell
24,814
-732
-3% -$115K 0.31% 62
2023
Q1 		$4.06M Sell
25,546
-917
-3% -$152K 0.32% 64
2022
Q4 		$4.2M Sell
26,463
-1,286
-5% -$205K 0.36% 62
2022
Q3 		$3.98M Sell
27,749
-2,372
-8% -$377K 0.37% 59
2022
Q2 		$4.51M Sell
30,121
-6,061
-17% -$994K 0.4% 58
2022
Q1 		$6.37M Sell
36,182
-3,171
-8% -$551K 0.5% 41
2021
Q4 		$7.04M Sell
39,353
-4,976
-11% -$885K 0.53% 44
2021
Q3 		$7.5M Sell
44,329
-3,731
-8% -$639K 0.62% 37
2021
Q2 		$8.35M Sell
48,060
-4,614
-9% -$800K 0.69% 28
2021
Q1 		$8.72M Sell
52,674
-2,021
-4% -$318K 0.75% 24
2020
Q4 		$7.78M Buy
+54,695
New +$7.06M 1.02% 16
2020
Q1 		– Sell
-212
Closed -$29K – 178
2019
Q4 		$29K Buy
+212
New +$28.1K 0.01% 180
2018
Q2 		– Sell
-117
Closed -$15K – 369
2018
Q1 		$15K Buy
+117
New +$15.5K ﹤0.01% 352

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

McKinley Carter Wealth Services's VBR Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.21% in Q2 2026, selling an estimated $6.28K and leaving 13,090 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #100.

McKinley Carter Wealth Services first reported a position in VBR in Q1 2018 and has held it in 25 quarters since. The position peaked at $8.72M in Q1 2021. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • McKinley Carter Wealth Services held 13,090 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.18M as of Q2 2026.
  • McKinley Carter Wealth Services sold 27 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $6.28K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.16% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #100 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $8.72M in Q1 2021.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.