MYCIO Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.3K | Buy |
59
+1
| +2% | +$233 | ﹤0.01% | 49 |
|
|
2026
Q1 | $12.7K | Hold |
58
| – | – | ﹤0.01% | 49 |
|
|
2025
Q4 | $12.3K | Hold |
58
| – | – | ﹤0.01% | 48 |
|
|
2025
Q3 | $12K | Buy |
58
+1
| +2% | +$204 | ﹤0.01% | 47 |
|
|
2025
Q2 | $11.2K | Hold |
57
| – | – | ﹤0.01% | 48 |
|
|
2025
Q1 | $10.7K | Hold |
57
| – | – | ﹤0.01% | 50 |
|
|
2024
Q4 | $11.3K | Hold |
57
| – | – | ﹤0.01% | 49 |
|
|
2024
Q3 | $11.4K | Buy |
57
+1
| +2% | +$192 | ﹤0.01% | 46 |
|
|
2024
Q2 | $10.2K | Hold |
56
| – | – | ﹤0.01% | 46 |
|
|
2024
Q1 | $10.8K | Hold |
56
| – | – | ﹤0.01% | 47 |
|
|
2023
Q4 | $10K | Buy |
56
+1
| +2% | +$163 | ﹤0.01% | 47 |
|
|
2023
Q3 | $8.84K | Buy |
+55
| New | +$9.2K | ﹤0.01% | 47 |
|
|
2020
Q1 | – | Sell |
-2,297
| Closed | -$315K | – | 367 |
|
|
2019
Q4 | $315K | Buy |
2,297
+34
| +2% | +$4.5K | 0.02% | 264 |
|
|
2019
Q3 | $292K | Buy |
2,263
+92
| +4% | +$11.8K | 0.02% | 250 |
|
|
2019
Q2 | $283K | Buy |
2,171
+10
| +0.5% | +$1.3K | 0.02% | 246 |
|
|
2019
Q1 | $278K | Sell |
2,161
-1,076
| -33% | -$137K | 0.02% | 228 |
|
|
2018
Q4 | $369K | Sell |
3,237
-35
| -1% | -$4.43K | 0.03% | 181 |
|
|
2018
Q3 | $456K | Buy |
3,272
+31
| +1% | +$4.35K | 0.04% | 163 |
|
|
2018
Q2 | $440K | Buy |
3,241
+261
| +9% | +$35K | 0.05% | 169 |
|
|
2018
Q1 | $386K | Buy |
2,980
+235
| +9% | +$31.1K | 0.04% | 155 |
|
|
2017
Q4 | $365K | Buy |
+2,745
| New | +$357K | 0.04% | 172 |
|
|
2016
Q4 | – | Sell |
-461
| Closed | -$51K | – | 639 |
|
|
2016
Q3 | $51K | Buy |
461
+2
| +0.4% | +$219 | 0.01% | 337 |
|
|
2016
Q2 | $48K | Buy |
459
+2
| +0.4% | +$207 | 0.01% | 347 |
|
|
2016
Q1 | $47K | Buy |
457
+2
| +0.4% | +$188 | 0.01% | 331 |
|
|
2015
Q4 | $45K | Sell |
455
-144
| -24% | -$14.7K | 0.01% | 306 |
|
|
2015
Q3 | $58K | Hold |
599
| – | – | 0.01% | 275 |
|
|
2015
Q2 | $65K | Buy |
599
+1
| +0.2% | +$110 | 0.01% | 266 |
|
|
2015
Q1 | $65K | Buy |
598
+152
| +34% | +$16.1K | 0.01% | 256 |
|
|
2014
Q4 | $47K | Buy |
446
+7
| +2% | +$722 | 0.01% | 276 |
|
|
2014
Q3 | $44K | Hold |
439
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $46K | Hold |
439
| – | – | 0.01% | 277 |
|
|
2014
Q1 | $44K | Buy |
439
+8
| +2% | +$780 | 0.01% | 271 |
|
|
2013
Q4 | $42K | Hold |
431
| – | – | 0.01% | 265 |
|
|
2013
Q3 | $39K | Hold |
431
| – | – | 0.01% | 258 |
|
|
2013
Q2 | $36K | Buy |
+431
| New | +$35.8K | 0.01% | 267 |
|
Other funds holding VBR
AL
MYCIO Wealth Partners's VBR Position: Q2 2026 in Review
MYCIO Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.7% in Q2 2026, buying an estimated $233 and bringing the position to 59 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #49.
MYCIO Wealth Partners first reported a position in VBR in Q2 2013 and has held it in 35 quarters since. The position peaked at $456K in Q3 2018. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- MYCIO Wealth Partners held 59 shares of Vanguard Morningstar Small-Cap Value ETF worth $14.3K as of Q2 2026.
- MYCIO Wealth Partners bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
- Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of MYCIO Wealth Partners's portfolio in Q2 2026, its #49 holding.
- MYCIO Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 35 quarters since.
- MYCIO Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $456K in Q3 2018.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.