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Mechanics Financial Corp’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mechanics Financial Corp’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 		$97.2K Hold
400
– – 0.03% 149
2026
Q1 		$86.9K Hold
400
– – 0.04% 153
2025
Q4 		$84.7K Hold
400
– – 0.03% 151
2025
Q3 		$83.5K Hold
400
– – 0.03% 149
2025
Q2 		$78K Hold
400
– – 0.03% 147
2025
Q1 		$74.5K Hold
400
– – 0.03% 151
2024
Q4 		$79.3K Buy
+400
New +$82.1K 0.04% 147

Other funds holding VBR

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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

Mechanics Financial Corp's VBR Position: Q2 2026 in Review

Mechanics Financial Corp held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 400 shares worth $97.2K. The position accounts for 0.03% of the portfolio, ranked #149.

Mechanics Financial Corp first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Mechanics Financial Corp held 400 shares of Vanguard Morningstar Small-Cap Value ETF worth $97.2K as of Q2 2026.
  • Mechanics Financial Corp left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Mechanics Financial Corp's portfolio in Q2 2026, its #149 holding.
  • Mechanics Financial Corp first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.