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MKD Wealth Coaches’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

MKD Wealth Coaches’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
Q3 		$430K Buy
+1,860
New +$454K 0.36% 19
2019
Q3 		– Sell
-206
Closed -$27K – 195
2019
Q2 		$27K Buy
+206
New +$26.8K 0.02% 118

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MKD Wealth Coaches's VBR Position: Q3 2026 in Review

MKD Wealth Coaches opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 1,860 shares worth $430K. The stake represents 0.36% of the portfolio and ranks #19 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in VBR as recently as Q2 2019.

MKD Wealth Coaches first reported a position in VBR in Q2 2019 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • MKD Wealth Coaches held 1,860 shares of Vanguard Morningstar Small-Cap Value ETF worth $430K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new MKD Wealth Coaches position in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.36% of MKD Wealth Coaches's portfolio in Q3 2026, its #19 holding.
  • MKD Wealth Coaches first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2019 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.