N.E.W. Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

N.E.W. Advisory Services's VBR Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.7% in Q2 2026, selling an estimated $4.65K and leaving 1,141 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #195.

N.E.W. Advisory Services first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,397 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

• N.E.W. Advisory Services held 1,141 shares of Vanguard Morningstar Small-Cap Value ETF worth $277K as of Q2 2026.
• N.E.W. Advisory Services sold 20 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.65K.
• Vanguard Morningstar Small-Cap Value ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #195 holding.
• N.E.W. Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
• 1,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.