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Physician Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Physician Wealth Advisors’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 		$872K Buy
3,590
+1
+0% +$233 0.1% 87
2026
Q1 		$780K Buy
3,589
+2
+0.1% +$447 0.11% 79
2025
Q4 		$760K Sell
3,587
-20
-0.6% -$4.19K 0.11% 81
2025
Q3 		$753K Sell
3,607
-304
-8% -$62.2K 0.11% 80
2025
Q2 		$763K Sell
3,911
-1,011
-21% -$187K 0.12% 79
2025
Q1 		$917K Sell
4,922
-479
-9% -$94.6K 0.16% 70
2024
Q4 		$1.07M Sell
5,401
-69
-1% -$14.2K 0.18% 64
2024
Q3 		$1.11M Buy
5,470
+590
+12% +$113K 0.2% 59
2024
Q2 		$958K Buy
4,880
+1
+0% +$185 0.18% 68
2024
Q1 		$872K Sell
4,879
-9
-0.2% -$1.62K 0.18% 67
2023
Q4 		$868K Buy
4,888
+1
+0% +$163 0.19% 63
2023
Q3 		$769K Sell
4,887
-3
-0.1% -$502 0.2% 63
2023
Q2 		$814K Buy
4,890
+16
+0.3% +$2.52K 0.2% 61
2023
Q1 		$774K Buy
4,874
+3
+0.1% +$497 0.2% 60
2022
Q4 		$819K Sell
4,871
-216
-4% -$34.4K 0.22% 53
2022
Q3 		$777K Sell
5,087
-1
-0% -$159 0.24% 58
2022
Q2 		$837K Sell
5,088
-130
-2% -$21.3K 0.24% 57
2022
Q1 		$900K Hold
5,218
– – 0.24% 57
2021
Q4 		$939K Sell
5,218
-135
-3% -$24K 0.25% 56
2021
Q3 		$944K Buy
5,353
+1
+0% +$171 0.26% 54
2021
Q2 		$898K Sell
5,352
-38
-0.7% -$6.58K 0.26% 53
2021
Q1 		$907K Sell
5,390
-61
-1% -$9.61K 0.3% 51
2020
Q4 		$847K Sell
5,451
-892
-14% -$115K 0.29% 51
2020
Q3 		$741K Hold
6,343
– – 0.3% 48
2020
Q2 		$746K Sell
6,343
-192
-3% -$19.3K 0.3% 50
2020
Q1 		$595K Sell
6,535
-1,469
-18% -$178K 0.3% 51
2019
Q4 		$1.09M Sell
8,004
-964
-11% -$128K 0.49% 36
2019
Q3 		$1.21M Buy
+8,968
New +$1.15M 0.59% 33

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Physician Wealth Advisors's VBR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.03% in Q2 2026, buying an estimated $233 and bringing the position to 3,590 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #87.

Physician Wealth Advisors first reported a position in VBR in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.21M in Q3 2019. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Physician Wealth Advisors held 3,590 shares of Vanguard Morningstar Small-Cap Value ETF worth $872K as of Q2 2026.
  • Physician Wealth Advisors bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Physician Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.21M in Q3 2019.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.