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MONECO Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

MONECO Advisors’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 		$2.58M Buy
10,612
+384
+4% +$89.3K 0.16% 135
2026
Q1 		$2.22M Buy
10,228
+1
+0% +$224 0.17% 128
2025
Q4 		$2.17M Buy
10,227
+79
+0.8% +$16.5K 0.17% 132
2025
Q3 		$2.12M Buy
10,148
+158
+2% +$32.3K 0.18% 125
2025
Q2 		$1.95M Sell
9,990
-485
-5% -$89.8K 0.18% 122
2025
Q1 		$1.95M Sell
10,475
-7
-0.1% -$1.38K 0.2% 113
2024
Q4 		$2.08M Buy
10,482
+288
+3% +$59.1K 0.22% 108
2024
Q3 		$2.05M Buy
10,194
+958
+10% +$184K 0.25% 104
2024
Q2 		$1.69M Buy
9,236
+506
+6% +$93.5K 0.25% 102
2024
Q1 		$1.68M Sell
8,730
-59
-0.7% -$10.6K 0.27% 105
2023
Q4 		$1.58M Buy
8,789
+220
+3% +$35.9K 0.3% 89
2023
Q3 		$1.37M Buy
8,569
+38
+0.4% +$6.35K 0.37% 68
2023
Q2 		$1.41M Buy
8,531
+261
+3% +$41.1K 0.38% 61
2023
Q1 		$1.31M Sell
8,270
-95
-1% -$15.7K 0.39% 60
2022
Q4 		$1.33M Buy
8,365
+42
+0.5% +$6.69K 0.48% 45
2022
Q3 		$1.19M Sell
8,323
-100
-1% -$15.9K 0.48% 49
2022
Q2 		$1.26M Sell
8,423
-242
-3% -$39.7K 0.49% 50
2022
Q1 		$1.52M Sell
8,665
-25
-0.3% -$4.35K 0.56% 40
2021
Q4 		$1.48M Buy
8,690
+116
+1% +$20.6K 0.56% 41
2021
Q3 		$1.45M Sell
8,574
-20
-0.2% -$3.42K 0.57% 43
2021
Q2 		$1.49M Buy
8,594
+18
+0.2% +$3.12K 0.69% 35
2021
Q1 		$1.42M Buy
8,576
+385
+5% +$60.6K 0.69% 34
2020
Q4 		$1.23M Buy
8,191
+120
+1% +$15.5K 0.68% 35
2020
Q3 		$893K Sell
8,071
-699
-8% -$78.4K 0.57% 42
2020
Q2 		$938K Sell
8,770
-117
-1% -$11.7K 0.73% 31
2020
Q1 		$789K Sell
8,887
-1,578
-15% -$191K 0.81% 31
2019
Q4 		$1.45M Buy
10,465
+238
+2% +$31.5K 1.03% 23
2019
Q3 		$1.32M Sell
10,227
-574
-5% -$73.5K 1.02% 25
2019
Q2 		$1.41M Buy
10,801
+180
+2% +$23.4K 1.13% 23
2019
Q1 		$1.37M Buy
10,621
+488
+5% +$62.1K 1.11% 23
2018
Q4 		$1.16M Buy
+10,133
New +$1.28M 1.35% 18

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

MONECO Advisors's VBR Position: Q2 2026 in Review

MONECO Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.8% in Q2 2026, buying an estimated $89.3K and bringing the position to 10,612 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #135.

MONECO Advisors first reported a position in VBR in Q4 2018 and has held it in 31 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • MONECO Advisors held 10,612 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.58M as of Q2 2026.
  • MONECO Advisors bought 384 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $89.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.16% of MONECO Advisors's portfolio in Q2 2026, its #135 holding.
  • MONECO Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.