Peachtree Investment Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Peachtree Investment 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	$50.4K	Buy	207 +1	+0.5%	+$233	0.02%	117
2026 Q1	$44.8K	Sell	206 -114	-36%	-$25.5K	0.02%	104
2025 Q4	$67.9K	Buy	320 +3	+0.9%	+$628	0.02%	100
2025 Q3	$66.2K	Buy	317 +1	+0.3%	+$204	0.02%	103
2025 Q2	$61.6K	Hold	316	–	–	0.02%	102
2025 Q1	$58.9K	Buy	+316	New	+$62.4K	0.02%	99

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 22.9% 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

Peachtree Investment Partners's VBR Position: Q2 2026 in Review

Peachtree Investment Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.49% in Q2 2026, buying an estimated $233 and bringing the position to 207 shares worth $50.4K. The position accounts for 0.02% of the portfolio, ranked #117.

Peachtree Investment Partners first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. The position peaked at $67.9K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Peachtree Investment Partners held 207 shares of Vanguard Morningstar Small-Cap Value ETF worth $50.4K as of Q2 2026.
Peachtree Investment Partners bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Peachtree Investment Partners's portfolio in Q2 2026, its #117 holding.
Peachtree Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Peachtree Investment Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $67.9K in Q4 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.