Nalls Sherbakoff Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Nalls Sherbakoff Group’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	$172K	Buy	708 +3	+0.4%	+$698	0.12%	102
2026 Q1	$153K	Hold	705	–	–	0.11%	113
2025 Q4	$149K	Hold	705	–	–	0.11%	118
2025 Q3	$147K	Hold	705	–	–	0.1%	117
2025 Q2	$137K	Buy	705 +650	+1,182%	+$120K	0.1%	113
2025 Q1	$10.2K	Buy	+55	New	+$10.9K	0.01%	291
2023 Q4	$9.9K	Hold	55	–	–	0.01%	270
2023 Q3	$8.77K	Hold	55	–	–	0.01%	268
2023 Q2	$8.35K	Hold	55	–	–	0.01%	276
2023 Q1	$8.59K	Buy	+55	New	+$9.1K	0.01%	279
2018 Q4	$6K	Buy	+55	New	+$6.96K	0.01%	303

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 22.9% 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

Nalls Sherbakoff Group's VBR Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.43% in Q2 2026, buying an estimated $698 and bringing the position to 708 shares worth $172K. The position accounts for 0.12% of the portfolio, ranked #102.

Nalls Sherbakoff Group first reported a position in VBR in Q4 2018 and has held it in 11 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Nalls Sherbakoff Group held 708 shares of Vanguard Morningstar Small-Cap Value ETF worth $172K as of Q2 2026.
Nalls Sherbakoff Group bought 3 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $698.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #102 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 11 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.