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Paulson Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Paulson Wealth Management’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 		$520K Sell
2,141
-81
-4% -$18.8K 0.11% 78
2026
Q1 		$483K Sell
2,222
-428
-16% -$95.7K 0.11% 79
2025
Q4 		$561K Sell
2,650
-1,434
-35% -$300K 0.13% 74
2025
Q3 		$852K Sell
4,084
-397
-9% -$81.2K 0.2% 54
2025
Q2 		$874K Sell
4,481
-942
-17% -$174K 0.23% 51
2025
Q1 		$1.01M Sell
5,423
-2,020
-27% -$399K 0.28% 40
2024
Q4 		$1.48M Sell
7,443
-2,054
-22% -$422K 0.4% 31
2024
Q3 		$1.91M Sell
9,497
-2,754
-22% -$529K 0.51% 30
2024
Q2 		$2.24M Sell
12,251
-419
-3% -$77.4K 0.65% 25
2024
Q1 		$2.43M Sell
12,670
-1,810
-13% -$327K 0.71% 25
2023
Q4 		$2.61M Sell
14,480
-4,934
-25% -$805K 0.84% 22
2023
Q3 		$3.1M Sell
19,414
-581
-3% -$97.1K 1.08% 19
2023
Q2 		$3.31M Buy
+19,995
New +$3.15M 1.13% 17
2022
Q1 		– Sell
-1,218
Closed -$218K – 89
2021
Q4 		$218K Buy
+1,218
New +$217K 0.1% 85
2021
Q3 		– Sell
-1,155
Closed -$201K – 95
2021
Q2 		$201K Buy
+1,155
New +$200K 0.1% 85
2018
Q1 		– Sell
-489
Closed -$65K – 510
2017
Q4 		$65K Buy
+489
New +$63.6K 0.06% 176

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

Paulson Wealth Management's VBR Position: Q2 2026 in Review

Paulson Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.6% in Q2 2026, selling an estimated $18.8K and leaving 2,141 shares worth $520K. The position accounts for 0.11% of the portfolio, ranked #78.

Paulson Wealth Management first reported a position in VBR in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.31M in Q2 2023. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Paulson Wealth Management held 2,141 shares of Vanguard Morningstar Small-Cap Value ETF worth $520K as of Q2 2026.
  • Paulson Wealth Management sold 81 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $18.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Paulson Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Paulson Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 16 quarters since.
  • Paulson Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.31M in Q2 2023.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.