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Monetary Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Monetary Solutions’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 		$2.74M Buy
11,295
+262
+2% +$60.9K 2.36% 12
2026
Q1 		$2.4M Buy
11,033
+435
+4% +$97.2K 2.32% 11
2025
Q4 		$2.24M Buy
+10,598
New +$2.22M 2.21% 11

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Monetary Solutions's VBR Position: Q2 2026 in Review

Monetary Solutions increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.4% in Q2 2026, buying an estimated $60.9K and bringing the position to 11,295 shares worth $2.74M. The position accounts for 2.36% of the portfolio, ranked #12.

Monetary Solutions first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,516 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Monetary Solutions held 11,295 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.74M as of Q2 2026.
  • Monetary Solutions bought 262 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $60.9K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.36% of Monetary Solutions's portfolio in Q2 2026, its #12 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.