Phillip James Consulting’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Phillip James Consulting’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 Q3	$5.7M	Buy	+24,655	New	+$6.02M	3.83%	9

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Phillip James Consulting's VBR Position: Q3 2026 in Review

Phillip James Consulting opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 24,655 shares worth $5.7M. The stake represents 3.83% of the portfolio and ranks #9 among its holdings.

1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Phillip James Consulting held 24,655 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.7M as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Phillip James Consulting position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 3.83% of Phillip James Consulting's portfolio in Q3 2026, its #9 holding.
1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.