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Michels Family Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Michels Family Financial’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
Q1 		$1.63M Buy
7,517
+139
+2% +$31.1K 1.18% 18
2025
Q4 		$1.56M Buy
7,378
+260
+4% +$54.4K 1.15% 21
2025
Q3 		$1.49M Buy
7,118
+152
+2% +$31.1K 1.16% 20
2025
Q2 		$1.36M Buy
6,966
+120
+2% +$22.2K 1.16% 20
2025
Q1 		$1.28M Buy
6,846
+176
+3% +$34.8K 1.15% 21
2024
Q4 		$1.32M Buy
+6,670
New +$1.37M 1.21% 19

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Michels Family Financial's VBR Position: Q1 2026 in Review

Michels Family Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.9% in Q1 2026, buying an estimated $31.1K and bringing the position to 7,517 shares worth $1.63M. The position accounts for 1.18% of the portfolio, ranked #18.

Michels Family Financial first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Michels Family Financial held 7,517 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.63M as of Q1 2026.
  • Michels Family Financial bought 139 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $31.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.18% of Michels Family Financial's portfolio in Q1 2026, its #18 holding.
  • Michels Family Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.