New England Private Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

New England Private Wealth Advisors’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	$413K	Buy	1,691 +34	+2%	+$7.91K	0.04%	152
2026 Q1	$360K	Buy	1,657 +10	+0.6%	+$2.24K	0.04%	149
2025 Q4	$349K	Buy	1,647 +15	+0.9%	+$3.14K	0.04%	142
2025 Q3	$341K	Hold	1,632	–	–	0.04%	142
2025 Q2	$327K	Buy	1,632 +7	+0.4%	+$1.3K	0.05%	129
2025 Q1	$303K	Buy	1,625 +11	+0.7%	+$2.17K	0.05%	121
2024 Q4	$320K	Buy	1,614 +9	+0.6%	+$1.85K	0.05%	118
2024 Q3	$322K	Buy	1,605 +362	+29%	+$69.6K	0.05%	118
2024 Q2	$227K	Hold	1,243	–	–	0.04%	130
2024 Q1	$236K	Buy	1,243 +6	+0.5%	+$1.08K	0.04%	127
2023 Q4	$223K	Buy	+1,237	New	+$202K	0.04%	125
2023 Q3	–	Sell	-1,245	Closed	-$206K	–	116
2023 Q2	$206K	Buy	+1,245	New	+$196K	0.04%	107

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

New England Private Wealth Advisors's VBR Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.1% in Q2 2026, buying an estimated $7.91K and bringing the position to 1,691 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #152.

New England Private Wealth Advisors first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

New England Private Wealth Advisors held 1,691 shares of Vanguard Morningstar Small-Cap Value ETF worth $413K as of Q2 2026.
New England Private Wealth Advisors bought 34 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $7.91K.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #152 holding.
New England Private Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.