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Mosaic Family Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mosaic Family Wealth Partners’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 		$8.71M Buy
35,853
+419
+1% +$97.5K 0.58% 27
2026
Q1 		$7.7M Buy
35,434
+230
+0.7% +$51.4K 0.79% 16
2025
Q4 		$7.46M Buy
35,204
+225
+0.6% +$47.1K 0.82% 16
2025
Q3 		$7.28M Buy
34,979
+631
+2% +$129K 0.85% 16
2025
Q2 		$6.7M Buy
34,348
+1,936
+6% +$358K 0.85% 17
2025
Q1 		$6.04M Buy
32,412
+225
+0.7% +$44.4K 0.86% 16
2024
Q4 		$6.38M Buy
32,187
+534
+2% +$110K 0.92% 14
2024
Q3 		$6.36M Buy
31,653
+276
+0.9% +$53.1K 0.94% 15
2024
Q2 		$5.73M Buy
31,377
+2,830
+10% +$523K 0.92% 16
2024
Q1 		$5.48M Buy
28,547
+1,881
+7% +$339K 0.9% 16
2023
Q4 		$4.8M Sell
26,666
-1,021
-4% -$167K 0.83% 20
2023
Q3 		$4.42M Sell
27,687
-39
-0.1% -$6.52K 0.88% 16
2023
Q2 		$4.59M Sell
27,726
-1,118
-4% -$176K 0.9% 16
2023
Q1 		$4.58M Sell
28,844
-1,766
-6% -$292K 0.96% 17
2022
Q4 		$4.86M Buy
+30,610
New +$4.87M 1.37% 12

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

Mosaic Family Wealth Partners's VBR Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.2% in Q2 2026, buying an estimated $97.5K and bringing the position to 35,853 shares worth $8.71M. The position accounts for 0.58% of the portfolio, ranked #27.

Mosaic Family Wealth Partners first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Mosaic Family Wealth Partners held 35,853 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.71M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 419 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $97.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.58% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.