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Pettyjohn Wood & White’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Pettyjohn Wood & White’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 		$515K Hold
2,120
– – 0.07% 145
2026
Q1 		$461K Hold
2,120
– – 0.07% 140
2025
Q4 		$449K Hold
2,120
– – 0.07% 142
2025
Q3 		$442K Hold
2,120
– – 0.07% 140
2025
Q2 		$413K Hold
2,120
– – 0.07% 140
2025
Q1 		$395K Hold
2,120
– – 0.08% 141
2024
Q4 		$420K Hold
2,120
– – 0.08% 136
2024
Q3 		$426K Hold
2,120
– – 0.08% 137
2024
Q2 		$387K Hold
2,120
– – 0.08% 141
2024
Q1 		$407K Hold
2,120
– – 0.08% 135
2023
Q4 		$382K Hold
2,120
– – 0.08% 138
2023
Q3 		$338K Hold
2,120
– – 0.08% 141
2023
Q2 		$351K Hold
2,120
– – 0.08% 138
2023
Q1 		$337K Hold
2,120
– – 0.08% 139
2022
Q4 		$337K Hold
2,120
– – 0.08% 132
2022
Q3 		$304K Hold
2,120
– – 0.08% 133
2022
Q2 		$318K Buy
+2,120
New +$348K 0.08% 135

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

Pettyjohn Wood & White's VBR Position: Q2 2026 in Review

Pettyjohn Wood & White held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,120 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #145.

Pettyjohn Wood & White first reported a position in VBR in Q2 2022 and has held it in 17 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Pettyjohn Wood & White held 2,120 shares of Vanguard Morningstar Small-Cap Value ETF worth $515K as of Q2 2026.
  • Pettyjohn Wood & White 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 Pettyjohn Wood & White's portfolio in Q2 2026, its #145 holding.
  • Pettyjohn Wood & White first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.