MWM
VBR icon

Mosley Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mosley Wealth Management’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 		$7.04M Buy
28,982
+27,331
+1,655% +$6.36M 2.24% 12
2026
Q1 		$344K Sell
1,651
-283
-15% -$63.3K 0.16% 120
2025
Q4 		$406K Buy
+1,934
New +$405K 0.19% 114

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mosley Wealth Management's VBR Position: Q2 2026 in Review

Mosley Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1,655% in Q2 2026, buying an estimated $6.36M and bringing the position to 28,982 shares worth $7.04M. The position accounts for 2.24% of the portfolio, ranked #12.

Mosley Wealth Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Mosley Wealth Management held 28,982 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.04M as of Q2 2026.
  • Mosley Wealth Management bought 27,331 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $6.36M.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.24% of Mosley Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Mosley Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.