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MPWM Advisory Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

MPWM Advisory Solutions’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 		$1.7K Hold
7
– – ﹤0.01% 511
2026
Q1 		$1.52K Hold
7
– – ﹤0.01% 517
2025
Q4 		$1.48K Hold
7
– – ﹤0.01% 488
2025
Q3 		$1.46K Hold
7
– – ﹤0.01% 460
2025
Q2 		$1.36K Sell
7
-27
-79% -$5K ﹤0.01% 471
2025
Q1 		$6.33K Hold
34
– – ﹤0.01% 336
2024
Q4 		$6.74K Buy
+34
New +$6.98K ﹤0.01% 346

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

MPWM Advisory Solutions's VBR Position: Q2 2026 in Review

MPWM Advisory Solutions held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 7 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

MPWM Advisory Solutions first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.74K in Q4 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • MPWM Advisory Solutions held 7 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.7K as of Q2 2026.
  • MPWM Advisory Solutions left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #511 holding.
  • MPWM Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.74K in Q4 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.