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Noble Wealth Management PBC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Noble Wealth Management PBC’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 		$13.9K Hold
60
– – 0.01% 443
2026
Q2 		$14.6K Sell
60
-20
-25% -$4.65K 0.01% 434
2026
Q1 		$17.4K Hold
80
– – 0.01% 390
2025
Q4 		$16.9K Hold
80
– – 0.01% 398
2025
Q3 		$16.7K Buy
+80
New +$16.4K 0.01% 383
2025
Q1 		$20.7K Hold
111
– – 0.01% 301
2024
Q4 		$22K Buy
+111
New +$22.8K 0.02% 266

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Noble Wealth Management PBC's VBR Position: Q3 2026 in Review

Noble Wealth Management PBC held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 60 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #443.

Noble Wealth Management PBC first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $22K in Q4 2024. 102 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Noble Wealth Management PBC held 60 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.9K as of Q3 2026.
  • Noble Wealth Management PBC left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #443 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Small-Cap Value ETF position peaked at $22K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.