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One Degree Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

One Degree 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 		$12.4M Buy
51,012
+640
+1% +$149K 2.76% 9
2026
Q1 		$10.9M Buy
50,372
+386
+0.8% +$86.3K 2.87% 8
2025
Q4 		$10.6M Buy
49,986
+1,563
+3% +$327K 2.91% 9
2025
Q3 		$10.1M Buy
48,423
+2,102
+5% +$430K 3.1% 9
2025
Q2 		$9.03M Buy
46,321
+2,153
+5% +$399K 3.22% 8
2025
Q1 		$8.23M Buy
44,168
+727
+2% +$144K 3.39% 8
2024
Q4 		$8.84M Buy
43,441
+578
+1% +$119K 3.6% 8
2024
Q3 		$8.59M Buy
42,863
+302
+0.7% +$58.1K 3.62% 8
2024
Q2 		$7.77M Buy
42,561
+450
+1% +$83.1K 3.75% 7
2024
Q1 		$8.08M Sell
42,111
-11
-0% -$1.99K 4.02% 6
2023
Q4 		$7.36M Buy
+42,122
New +$6.88M 3.76% 7

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

One Degree Advisors's VBR Position: Q2 2026 in Review

One Degree Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.3% in Q2 2026, buying an estimated $149K and bringing the position to 51,012 shares worth $12.4M. The position accounts for 2.76% of the portfolio, ranked #9.

One Degree Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • One Degree Advisors held 51,012 shares of Vanguard Morningstar Small-Cap Value ETF worth $12.4M as of Q2 2026.
  • One Degree Advisors bought 640 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $149K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.76% of One Degree Advisors's portfolio in Q2 2026, its #9 holding.
  • One Degree Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.