Morling Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Morling Financial 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
2025 Q2	–	Sell	-325	Closed	-$60.5K	–	123
2025 Q1	$60.5K	Hold	325	–	–	0.02%	98
2024 Q4	$64.4K	Buy	+325	New	+$66.7K	0.02%	90
2024 Q2	–	Sell	-134	Closed	-$25.7K	–	108
2024 Q1	$25.7K	Hold	134	–	–	0.01%	90
2023 Q4	$24.1K	Hold	134	–	–	0.02%	73
2023 Q3	$21.4K	Hold	134	–	–	0.02%	68
2023 Q2	$22.2K	Hold	134	–	–	0.02%	70
2023 Q1	$21.3K	Hold	134	–	–	0.02%	77
2022 Q4	$21.3K	Hold	134	–	–	0.03%	71
2022 Q3	$19K	Hold	134	–	–	0.03%	65
2022 Q2	$20K	Hold	134	–	–	0.03%	69
2022 Q1	$24K	Hold	134	–	–	0.03%	78
2021 Q4	$24K	Buy	+134	New	+$23.8K	0.02%	75

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morling Financial Advisors's VBR Position: Q2 2025 in Review

Morling Financial Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 325 shares — an estimated $60.5K sold.

Morling Financial Advisors first reported a position in VBR in Q4 2021 and held it in 12 quarters. The position peaked at $64.4K in Q4 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Morling Financial Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Morling Financial Advisors sold 325 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $60.5K.
Morling Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 12 quarters.
Morling Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $64.4K in Q4 2024.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.