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MSH Capital Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

MSH Capital 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 		$3.87M Sell
15,913
-298
-2% -$69.3K 0.67% 40
2026
Q1 		$3.52M Buy
16,211
+1,928
+13% +$431K 0.75% 33
2025
Q4 		$3.02M Sell
14,283
-4
-0% -$838 0.65% 39
2025
Q3 		$2.98M Hold
14,287
– – 0.8% 31
2025
Q2 		$2.79M Sell
14,287
-93
-0.6% -$17.2K 0.8% 35
2025
Q1 		$2.68M Buy
14,380
+335
+2% +$66.2K 0.83% 34
2024
Q4 		$2.78M Buy
14,045
+300
+2% +$61.6K 0.88% 32
2024
Q3 		$2.76M Buy
13,745
+321
+2% +$61.7K 0.84% 33
2024
Q2 		$2.45M Hold
13,424
– – 0.82% 32
2024
Q1 		$2.58M Sell
13,424
-28
-0.2% -$5.05K 0.91% 29
2023
Q4 		$2.42M Sell
13,452
-1
-0% -$163 0.9% 31
2023
Q3 		$2.15M Sell
13,453
-825
-6% -$138K 0.84% 33
2023
Q2 		$2.36M Buy
14,278
+384
+3% +$60.5K 0.87% 34
2023
Q1 		$2.21M Sell
13,894
-55
-0.4% -$9.1K 0.94% 29
2022
Q4 		$2.22M Sell
13,949
-1,074
-7% -$171K 1% 24
2022
Q3 		$2.15M Sell
15,023
-140
-0.9% -$22.2K 1.06% 21
2022
Q2 		$2.27M Sell
15,163
-112
-0.7% -$18.4K 1.06% 24
2022
Q1 		$2.69M Buy
15,275
+250
+2% +$43.5K 1.11% 20
2021
Q4 		$2.69M Buy
+15,025
New +$2.67M 1.2% 18

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

MSH Capital Advisors's VBR Position: Q2 2026 in Review

MSH Capital Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.8% in Q2 2026, selling an estimated $69.3K and leaving 15,913 shares worth $3.87M. The position accounts for 0.67% of the portfolio, ranked #40.

MSH Capital Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • MSH Capital Advisors held 15,913 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.87M as of Q2 2026.
  • MSH Capital Advisors sold 298 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $69.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.67% of MSH Capital Advisors's portfolio in Q2 2026, its #40 holding.
  • MSH Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.