Murphy & Mullick Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Murphy & Mullick Capital 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	$532K	Sell	2,191 -58	-3%	-$13.5K	0.33%	65
2026 Q1	$489K	Sell	2,249 -79	-3%	-$17.7K	0.36%	66
2025 Q4	$493K	Sell	2,328 -180	-7%	-$37.7K	0.36%	64
2025 Q3	$523K	Hold	2,508	–	–	0.39%	59
2025 Q2	$497K	Hold	2,508	–	–	0.4%	59
2025 Q1	$467K	Sell	2,508 -87	-3%	-$17.2K	0.45%	57
2024 Q4	$514K	Buy	+2,595	New	+$533K	0.47%	55

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

Murphy & Mullick Capital Management's VBR Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.6% in Q2 2026, selling an estimated $13.5K and leaving 2,191 shares worth $532K. The position accounts for 0.33% of the portfolio, ranked #65.

Murphy & Mullick Capital Management first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Murphy & Mullick Capital Management held 2,191 shares of Vanguard Morningstar Small-Cap Value ETF worth $532K as of Q2 2026.
Murphy & Mullick Capital Management sold 58 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Morningstar Small-Cap Value ETF made up 0.33% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #65 holding.
Murphy & Mullick Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.