Peak Retirement Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Peak Retirement 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	$13.7M	Buy	56,505 +6,293	+13%	+$1.46M	2.17%	11
2026 Q1	$10.9M	Buy	50,212 +15,469	+45%	+$3.46M	2.18%	11
2025 Q4	$7.36M	Buy	34,743 +2,900	+9%	+$607K	1.72%	13
2025 Q3	$6.65M	Buy	31,843 +7,815	+33%	+$1.6M	1.87%	13
2025 Q2	$4.69M	Buy	24,028 +1,056	+5%	+$195K	1.89%	12
2025 Q1	$4.28M	Buy	22,972 +5,715	+33%	+$1.13M	2.37%	11
2024 Q4	$3.42M	Buy	+17,257	New	+$3.54M	2.31%	11

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

Peak Retirement Planning's VBR Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 13% in Q2 2026, buying an estimated $1.46M and bringing the position to 56,505 shares worth $13.7M. The position accounts for 2.17% of the portfolio, ranked #11.

Peak Retirement Planning first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,754 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Peak Retirement Planning held 56,505 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.7M as of Q2 2026.
Peak Retirement Planning bought 6,293 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Small-Cap Value ETF made up 2.17% of Peak Retirement Planning's portfolio in Q2 2026, its #11 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,754 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.