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 Q2	$1.9M	Buy	7,809 +292	+4%	+$67.9K	1.22%	17
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Michels Family Financial's VBR Position: Q2 2026 in Review

Michels Family Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.9% in Q2 2026, buying an estimated $67.9K and bringing the position to 7,809 shares worth $1.9M. The position accounts for 1.22% of the portfolio, ranked #17.

Michels Family Financial first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Michels Family Financial held 7,809 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.9M as of Q2 2026.
Michels Family Financial bought 292 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $67.9K.
Vanguard Morningstar Small-Cap Value ETF made up 1.22% of Michels Family Financial's portfolio in Q2 2026, its #17 holding.
Michels Family Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.