Nemes Rush Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Nemes Rush 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 Q3	$4.62K	Buy	20 +11	+122%	+$2.68K	﹤0.01%	664
2026 Q2	$2.19K	Hold	9	–	–	﹤0.01%	778
2026 Q1	$1.96K	Hold	9	–	–	﹤0.01%	751
2025 Q4	$1.91K	Hold	9	–	–	﹤0.01%	740
2025 Q3	$1.88K	Hold	9	–	–	﹤0.01%	608
2025 Q2	$1.76K	Sell	9 -4,205	-100%	-$778K	﹤0.01%	613
2025 Q1	$785K	Sell	4,214 -80	-2%	-$15.8K	0.1%	99
2024 Q4	$851K	Buy	4,294 +16	+0.4%	+$3.28K	0.11%	97
2024 Q3	$821K	Buy	4,278 +64	+2%	+$12.3K	0.12%	97
2024 Q2	$769K	Sell	4,214 -128	-3%	-$23.6K	0.11%	95
2024 Q1	$833K	Buy	4,342 +63	+1%	+$11.4K	0.12%	95
2023 Q4	$770K	Buy	4,279 +1	+0%	+$163	0.12%	102
2023 Q3	$682K	Buy	4,278 +1	+0%	+$167	0.12%	106
2023 Q2	$707K	Buy	+4,277	New	+$673K	0.12%	103

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nemes Rush Group's VBR Position: Q3 2026 in Review

Nemes Rush Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 122% in Q3 2026, buying an estimated $2.68K and bringing the position to 20 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Nemes Rush Group first reported a position in VBR in Q2 2023 and has held it in 14 quarters since. The position peaked at $851K in Q4 2024. 1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Nemes Rush Group held 20 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.62K as of Q3 2026.
Nemes Rush Group bought 11 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.68K.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #664 holding.
Nemes Rush Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
Nemes Rush Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $851K in Q4 2024.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.