PIFP
VBR icon

Partners in Financial Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Partners in Financial Planning’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 		$24.2M Sell
99,603
-2,286
-2% -$532K 3.67% 8
2026
Q1 		$22.1M Buy
101,889
+280
+0.3% +$62.6K 3.67% 7
2025
Q4 		$21.5M Buy
101,609
+1,393
+1% +$292K 3.64% 7
2025
Q3 		$20.9M Sell
100,216
-357
-0.4% -$73K 3.62% 7
2025
Q2 		$19.6M Buy
100,573
+2,185
+2% +$404K 3.62% 7
2025
Q1 		$18.3M Buy
98,388
+4,711
+5% +$931K 3.68% 7
2024
Q4 		$18.6M Buy
93,677
+979
+1% +$201K 3.79% 7
2024
Q3 		$18.6M Buy
92,698
+1,230
+1% +$236K 3.75% 7
2024
Q2 		$16.7M Buy
91,468
+62
+0.1% +$11.5K 3.63% 7
2024
Q1 		$17.5M Buy
91,406
+331
+0.4% +$59.7K 3.9% 7
2023
Q4 		$16.4M Buy
91,075
+826
+0.9% +$135K 3.85% 7
2023
Q3 		$14.4M Buy
90,249
+4,147
+5% +$693K 3.71% 7
2023
Q2 		$14.2M Sell
86,102
-1,028
-1% -$162K 3.63% 7
2023
Q1 		$13.8M Buy
87,130
+807
+0.9% +$134K 3.64% 7
2022
Q4 		$13.7M Buy
86,323
+197
+0.2% +$31.4K 3.78% 7
2022
Q3 		$14.2M Buy
86,126
+14,458
+20% +$2.3M 4.06% 7
2022
Q2 		$11.8M Buy
71,668
+800
+1% +$131K 3.74% 8
2022
Q1 		$12.1M Buy
70,868
+1,739
+3% +$302K 3.8% 8
2021
Q4 		$11.9M Buy
69,129
+2,547
+4% +$453K 3.65% 8
2021
Q3 		$11.3M Sell
66,582
-264
-0.4% -$45.2K 3.52% 9
2021
Q2 		$11.6M Buy
+66,846
New +$11.6M 3.63% 9

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

Partners in Financial Planning's VBR Position: Q2 2026 in Review

Partners in Financial Planning reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.2% in Q2 2026, selling an estimated $532K and leaving 99,603 shares worth $24.2M. The position accounts for 3.67% of the portfolio, ranked #8.

Partners in Financial Planning first reported a position in VBR in Q2 2021 and has held it in 21 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Partners in Financial Planning held 99,603 shares of Vanguard Morningstar Small-Cap Value ETF worth $24.2M as of Q2 2026.
  • Partners in Financial Planning sold 2,286 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $532K.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.67% of Partners in Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.