Mount Yale Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mount Yale Investment 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
2026 Q2	$9.65M	Buy	39,710 +317	+0.8%	+$73.7K	0.18%	128
2026 Q1	$8.56M	Buy	39,393 +3,675	+10%	+$822K	0.2%	112
2025 Q4	$7.56M	Buy	35,718 +11,395	+47%	+$2.39M	0.36%	58
2025 Q3	$5.1M	Buy	24,323 +24,033	+8,287%	+$4.91M	0.36%	57
2025 Q2	$56.5K	Buy	+290	New	+$53.7K	﹤0.01%	783

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's VBR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.8% in Q2 2026, buying an estimated $73.7K and bringing the position to 39,710 shares worth $9.65M. The position accounts for 0.18% of the portfolio, ranked #128.

Mount Yale Investment Advisors first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Mount Yale Investment Advisors held 39,710 shares of Vanguard Morningstar Small-Cap Value ETF worth $9.65M as of Q2 2026.
Mount Yale Investment Advisors bought 317 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $73.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #128 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.