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Pacific Excel Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Pacific Excel Wealth 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 		– Sell
-3,777
Closed -$821K – 316
2026
Q1 		$821K Buy
3,777
+1,356
+56% +$303K 0.86% 38
2025
Q4 		$513K Buy
+2,421
New +$507K 0.97% 41

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

Pacific Excel Wealth Advisors's VBR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 3,777 shares — an estimated $821K sold.

Pacific Excel Wealth Advisors first reported a position in VBR in Q4 2025 and held it in 2 quarters. The position peaked at $821K in Q1 2026. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 3,777 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $821K.
  • Pacific Excel Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $821K in Q1 2026.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.