Park Edge Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Park Edge 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	$348K	Hold	1,431	–	–	0.07%	125
2026 Q1	$311K	Hold	1,431	–	–	0.07%	114
2025 Q4	$303K	Hold	1,431	–	–	0.07%	121
2025 Q3	$299K	Sell	1,431 -169	-11%	-$34.6K	0.07%	122
2025 Q2	$312K	Hold	1,600	–	–	0.08%	120
2025 Q1	$298K	Sell	1,600 -125	-7%	-$24.7K	0.08%	115
2024 Q4	$342K	Sell	1,725 -124	-7%	-$25.5K	0.1%	105
2024 Q3	$371K	Buy	1,849 +3	+0.2%	+$577	0.11%	102
2024 Q2	$337K	Hold	1,846	–	–	0.1%	105
2024 Q1	$354K	Buy	1,846 +2	+0.1%	+$361	0.1%	96
2023 Q4	$332K	Buy	1,844 +78	+4%	+$12.7K	0.12%	90
2023 Q3	$282K	Buy	1,766 +1	+0.1%	+$167	0.1%	88
2023 Q2	$292K	Buy	1,765 +1	+0.1%	+$157	0.1%	85
2023 Q1	$280K	Buy	1,764 +333	+23%	+$55.1K	0.11%	82
2022 Q4	$227K	Buy	+1,431	New	+$228K	0.1%	89

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

Park Edge Advisors's VBR Position: Q2 2026 in Review

Park Edge Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,431 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #125.

Park Edge Advisors first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $371K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Park Edge Advisors held 1,431 shares of Vanguard Morningstar Small-Cap Value ETF worth $348K as of Q2 2026.
Park Edge Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Park Edge Advisors's portfolio in Q2 2026, its #125 holding.
Park Edge Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Park Edge Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $371K in Q3 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.