MFC
VBR icon

Morris Financial Concepts’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Morris Financial Concepts’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
Q1 		$16.7K Hold
77
– – 0.01% 173
2025
Q4 		$16.3K Sell
77
-9
-10% -$1.88K 0.01% 170
2025
Q3 		$17.9K Hold
86
– – 0.01% 173
2025
Q2 		$16.8K Buy
86
+14
+19% +$2.59K 0.01% 169
2025
Q1 		$13.4K Hold
72
– – 0.01% 171
2024
Q4 		$14.3K Hold
72
– – 0.01% 158
2024
Q3 		$14.5K Buy
72
+40
+125% +$7.69K 0.01% 165
2024
Q2 		$5.84K Hold
32
– – ﹤0.01% 145
2024
Q1 		$6.14K Hold
32
– – ﹤0.01% 145
2023
Q4 		$5.76K Hold
32
– – ﹤0.01% 142
2023
Q3 		$5.1K Buy
32
+5
+19% +$836 ﹤0.01% 132
2023
Q2 		$4.47K Hold
27
– – ﹤0.01% 138
2023
Q1 		$4.29K Buy
27
+25
+1,250% +$4.14K ﹤0.01% 134
2022
Q4 		$318 Hold
2
– – ﹤0.01% 144
2022
Q3 		$0 Hold
2
– – ﹤0.01% 129
2022
Q2 		$0 Hold
2
– – ﹤0.01% 132
2022
Q1 		$0 Hold
2
– – ﹤0.01% 122
2021
Q4 		$0 Buy
+2
New +$356 ﹤0.01% 112

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return