Nikulski Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $748K | Buy |
3,077
+23
| +0.8% | +$5.35K | 0.16% | 112 |
|
|
2026
Q1 | $664K | Sell |
3,054
-8,217
| -73% | -$1.84M | 0.16% | 110 |
|
|
2025
Q4 | $2.39M | Sell |
11,271
-3,045
| -21% | -$638K | 0.57% | 53 |
|
|
2025
Q3 | $2.99M | Buy |
14,316
+13
| +0.1% | +$2.66K | 0.75% | 42 |
|
|
2025
Q2 | $2.79M | Buy |
14,303
+218
| +2% | +$40.4K | 0.76% | 42 |
|
|
2025
Q1 | $2.62M | Buy |
14,085
+83
| +0.6% | +$16.4K | 0.79% | 40 |
|
|
2024
Q4 | $2.77M | Buy |
14,002
+157
| +1% | +$32.2K | 0.82% | 41 |
|
|
2024
Q3 | $2.78M | Sell |
13,845
-199
| -1% | -$38.3K | 0.83% | 38 |
|
|
2024
Q2 | $2.56M | Sell |
14,044
-603
| -4% | -$111K | 0.82% | 37 |
|
|
2024
Q1 | $2.81M | Sell |
14,647
-362
| -2% | -$65.3K | 0.93% | 33 |
|
|
2023
Q4 | $2.7M | Sell |
15,009
-736
| -5% | -$120K | 0.99% | 30 |
|
|
2023
Q3 | $2.51M | Sell |
15,745
-109
| -0.7% | -$18.2K | 1.04% | 31 |
|
|
2023
Q2 | $2.62M | Buy |
15,854
+584
| +4% | +$91.9K | 1.08% | 29 |
|
|
2023
Q1 | $2.42M | Buy |
15,270
+1,425
| +10% | +$236K | 1.07% | 31 |
|
|
2022
Q4 | $2.2M | Buy |
13,845
+10,323
| +293% | +$1.64M | 1.05% | 31 |
|
|
2022
Q3 | $505K | Sell |
3,522
-40
| -1% | -$6.35K | 0.26% | 85 |
|
|
2022
Q2 | $534K | Buy |
3,562
+30
| +0.8% | +$4.92K | 0.26% | 83 |
|
|
2022
Q1 | $621K | Buy |
3,532
+245
| +7% | +$42.6K | 0.26% | 81 |
|
|
2021
Q4 | $588K | Buy |
3,287
+40
| +1% | +$7.11K | 0.25% | 80 |
|
|
2021
Q3 | $550K | Sell |
3,247
-10
| -0.3% | -$1.71K | 0.25% | 81 |
|
|
2021
Q2 | $554K | Buy |
3,257
+565
| +21% | +$97.9K | 0.26% | 81 |
|
|
2021
Q1 | $446K | Buy |
2,692
+5
| +0.2% | +$788 | 0.23% | 82 |
|
|
2020
Q4 | $382K | Sell |
2,687
-25
| -0.9% | -$3.23K | 0.21% | 83 |
|
|
2020
Q3 | $300K | Sell |
2,712
-450
| -14% | -$50.4K | 0.19% | 90 |
|
|
2020
Q2 | $338K | Sell |
3,162
-175
| -5% | -$17.6K | 0.24% | 79 |
|
|
2020
Q1 | $296K | Hold |
3,337
| – | – | 0.26% | 72 |
|
|
2019
Q4 | $450K | Buy |
3,337
+315
| +10% | +$41.7K | 0.33% | 56 |
|
|
2019
Q3 | $384K | Buy |
3,022
+39
| +1% | +$4.99K | 0.32% | 60 |
|
|
2019
Q2 | $386K | Sell |
2,983
-700
| -19% | -$91K | 0.33% | 57 |
|
|
2019
Q1 | $474K | Buy |
3,683
+232
| +7% | +$29.5K | 0.46% | 48 |
|
|
2018
Q4 | $394K | Sell |
3,451
-82
| -2% | -$10.4K | 0.41% | 47 |
|
|
2018
Q3 | $448K | Sell |
3,533
-3,459
| -49% | -$485K | 0.42% | 47 |
|
|
2018
Q2 | $950K | Buy |
6,992
+766
| +12% | +$103K | 0.88% | 35 |
|
|
2018
Q1 | $806K | Buy |
6,226
+1,916
| +44% | +$254K | 0.8% | 36 |
|
|
2017
Q4 | $572K | Buy |
+4,310
| New | +$561K | 0.62% | 41 |
|
Other funds holding VBR
AL
MG
PAS
SGAM
RIA
RA
SI
Nikulski Financial's VBR Position: Q2 2026 in Review
Nikulski Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.75% in Q2 2026, buying an estimated $5.35K and bringing the position to 3,077 shares worth $748K. The position accounts for 0.16% of the portfolio, ranked #112.
Nikulski Financial first reported a position in VBR in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.99M in Q3 2025. 839 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Nikulski Financial held 3,077 shares of Vanguard Morningstar Small-Cap Value ETF worth $748K as of Q2 2026.
- Nikulski Financial bought 23 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.35K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.16% of Nikulski Financial's portfolio in Q2 2026, its #112 holding.
- Nikulski Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- Nikulski Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.99M in Q3 2025.
- 839 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.