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

Owl Creek 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 		$6.17K Hold
25
– – ﹤0.01% 977
2026
Q1 		$5.49K Buy
+25
New +$5.59K ﹤0.01% 948

Other funds holding VBR

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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

Owl Creek Wealth Partners's VBR Position: Q2 2026 in Review

Owl Creek Wealth Partners held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 25 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Owl Creek Wealth Partners first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Owl Creek Wealth Partners held 25 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.17K as of Q2 2026.
  • Owl Creek Wealth Partners left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #977 holding.
  • Owl Creek Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.