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Moneta Group Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Moneta Group Investment 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 		$124M Buy
509,083
+13,769
+3% +$3.2M 0.92% 27
2026
Q1 		$108M Buy
495,314
+26,614
+6% +$5.95M 0.81% 28
2025
Q4 		$99.3M Buy
468,700
+19,316
+4% +$4.04M 0.75% 28
2025
Q3 		$93.8M Buy
449,384
+12,344
+3% +$2.52M 0.75% 28
2025
Q2 		$85.2M Buy
437,040
+45,327
+12% +$8.39M 1.02% 27
2025
Q1 		$73M Buy
391,713
+4,466
+1% +$882K 1.01% 26
2024
Q4 		$76.7M Buy
387,247
+16,451
+4% +$3.38M 1.08% 24
2024
Q3 		$74.4M Buy
370,796
+24,483
+7% +$4.71M 1.08% 25
2024
Q2 		$63.2M Buy
346,313
+2,855
+0.8% +$527K 1.01% 26
2024
Q1 		$65.9M Buy
343,458
+90,213
+36% +$16.3M 1.07% 26
2023
Q4 		$45.6M Buy
253,245
+41,184
+19% +$6.72M 0.9% 30
2023
Q3 		$33.8M Buy
212,061
+19,605
+10% +$3.28M 0.77% 35
2023
Q2 		$31.8M Buy
192,456
+12,368
+7% +$1.95M 0.71% 37
2023
Q1 		$28.6M Buy
180,088
+49,367
+38% +$8.17M 0.69% 36
2022
Q4 		$22.6M Buy
130,721
+11,049
+9% +$1.76M 0.62% 37
2022
Q3 		$17.2M Sell
119,672
-3,689
-3% -$586K 0.65% 38
2022
Q2 		$18.5M Buy
123,361
+33,899
+38% +$5.56M 0.63% 41
2022
Q1 		$15.7M Buy
89,462
+10,977
+14% +$1.91M 0.62% 42
2021
Q4 		$14M Buy
78,485
+4,055
+5% +$721K 0.57% 45
2021
Q3 		$12.6M Buy
74,430
+9,948
+15% +$1.7M 0.58% 46
2021
Q2 		$11.2M Buy
64,482
+2,390
+4% +$414K 0.52% 50
2021
Q1 		$10.3M Buy
62,092
+6,140
+11% +$967K 0.54% 48
2020
Q4 		$7.96M Buy
55,952
+7,312
+15% +$943K 0.57% 42
2020
Q3 		$5.38M Sell
48,640
-593
-1% -$66.5K 0.47% 51
2020
Q2 		$5.26M Sell
49,233
-2,175
-4% -$218K 0.5% 49
2020
Q1 		$4.57M Sell
51,408
-22,197
-30% -$2.69M 0.47% 48
2019
Q4 		$10.1M Buy
73,605
+31
+0% +$4.11K 0.85% 30
2019
Q3 		$9.48M Buy
73,574
+1,297
+2% +$166K 0.89% 28
2019
Q2 		$9.44M Buy
72,277
+4,298
+6% +$559K 0.93% 24
2019
Q1 		$8.75M Buy
67,979
+3,495
+5% +$445K 0.91% 24
2018
Q4 		$7.36M Buy
64,484
+26,033
+68% +$3.29M 0.88% 26
2018
Q3 		$5.36M Buy
38,451
+15,452
+67% +$2.17M 0.55% 38
2018
Q2 		$3.12M Buy
22,999
+4,640
+25% +$623K 0.35% 47
2018
Q1 		$2.38M Buy
18,359
+10,192
+125% +$1.35M 0.32% 50
2017
Q4 		$1.08M Buy
8,167
+191
+2% +$24.9K 0.16% 68
2017
Q3 		$1.02M Buy
7,976
+3,807
+91% +$469K 0.16% 67
2017
Q2 		$512K Buy
+4,169
New +$510K 0.08% 122

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

Moneta Group Investment Advisors's VBR Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.8% in Q2 2026, buying an estimated $3.2M and bringing the position to 509,083 shares worth $124M. The position accounts for 0.92% of the portfolio, ranked #27.

Moneta Group Investment Advisors first reported a position in VBR in Q2 2017 and has held it in 37 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Moneta Group Investment Advisors held 509,083 shares of Vanguard Morningstar Small-Cap Value ETF worth $124M as of Q2 2026.
  • Moneta Group Investment Advisors bought 13,769 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.2M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.92% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.