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 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	$1.75K	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%	+$3.29K	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

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 22.96% 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

Nemes Rush Group's VBR Position: Q2 2026 in Review

Nemes Rush Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 9 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Nemes Rush Group first reported a position in VBR in Q2 2023 and has held it in 13 quarters since. The position peaked at $851K in Q4 2024. 1,767 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Nemes Rush Group held 9 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.19K as of Q2 2026.
Nemes Rush Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q2 2026, its #778 holding.
Nemes Rush Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Nemes Rush Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $851K in Q4 2024.
1,767 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.