Obermeyer Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Obermeyer Wealth Partners’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	$266K	Buy	+1,094	New	+$254K	0.01%	265
2023 Q1	–	Sell	-1,371	Closed	-$218K	–	239
2022 Q4	$218K	Buy	+1,371	New	+$218K	0.02%	204
2021 Q4	–	Sell	-2,100	Closed	-$355K	–	238
2021 Q3	$355K	Hold	2,100	–	–	0.02%	148
2021 Q2	$365K	Hold	2,100	–	–	0.02%	149
2021 Q1	$348K	Hold	2,100	–	–	0.02%	148
2020 Q4	$299K	Hold	2,100	–	–	0.02%	120
2020 Q3	$232K	Buy	+2,100	New	+$235K	0.02%	127
2013 Q3	–	Sell	-231	Closed	-$19K	–	270
2013 Q2	$19K	Buy	+231	New	+$19.2K	0.01%	200

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

Obermeyer Wealth Partners's VBR Position: Q2 2026 in Review

Obermeyer Wealth Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,094 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in VBR as recently as Q4 2022.

Obermeyer Wealth Partners first reported a position in VBR in Q2 2013 and has held it in 8 quarters since. The position peaked at $365K in Q2 2021. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Obermeyer Wealth Partners held 1,094 shares of Vanguard Morningstar Small-Cap Value ETF worth $266K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Obermeyer Wealth Partners position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #265 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 8 quarters since.
Obermeyer Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $365K in Q2 2021.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.