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Merrithew & Thorsten Inc’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Merrithew & Thorsten Inc’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 		$275K Buy
1,135
+5
+0.4% +$1.16K 0.23% 27
2026
Q1 		$245K Buy
1,130
+7
+0.6% +$1.56K 0.23% 25
2025
Q4 		$238K Buy
+1,123
New +$235K 0.25% 25

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

Merrithew & Thorsten Inc's VBR Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.44% in Q2 2026, buying an estimated $1.16K and bringing the position to 1,135 shares worth $275K. The position accounts for 0.23% of the portfolio, ranked #27.

Merrithew & Thorsten Inc first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Merrithew & Thorsten Inc held 1,135 shares of Vanguard Morningstar Small-Cap Value ETF worth $275K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 5 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.23% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #27 holding.
  • Merrithew & Thorsten Inc first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.