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Murphy Pohlad Asset Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Murphy Pohlad Asset 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 		$265K Sell
1,092
-532
-33% -$124K 0.09% 124
2026
Q1 		$353K Buy
1,624
+241
+17% +$53.9K 0.13% 108
2025
Q4 		$293K Buy
1,383
+103
+8% +$21.6K 0.11% 108
2025
Q3 		$267K Buy
1,280
+139
+12% +$28.4K 0.1% 116
2025
Q2 		$223K Buy
1,141
+40
+4% +$7.4K 0.09% 112
2025
Q1 		$205K Buy
+1,101
New +$217K 0.09% 112

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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Murphy Pohlad Asset Management's VBR Position: Q2 2026 in Review

Murphy Pohlad Asset Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 33% in Q2 2026, selling an estimated $124K and leaving 1,092 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #124.

Murphy Pohlad Asset Management first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q1 2026. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Murphy Pohlad Asset Management held 1,092 shares of Vanguard Morningstar Small-Cap Value ETF worth $265K as of Q2 2026.
  • Murphy Pohlad Asset Management sold 532 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #124 holding.
  • Murphy Pohlad Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Murphy Pohlad Asset Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $353K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.