Pillar Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Pillar Financial 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	$3.17M	Sell	13,062 -98	-0.7%	-$22.8K	1.66%	16
2026 Q1	$2.86M	Sell	13,160 -340	-3%	-$76K	1.67%	15
2025 Q4	$2.86M	Hold	13,500	–	–	1.72%	15
2025 Q3	$2.82M	Sell	13,500 -50	-0.4%	-$10.2K	1.77%	15
2025 Q2	$2.64M	Sell	13,550 -100	-0.7%	-$18.5K	1.82%	15
2025 Q1	$2.54M	Buy	13,650 +82	+0.6%	+$16.2K	1.9%	15
2024 Q4	$2.69M	Buy	+13,568	New	+$2.79M	2.06%	13

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

Pillar Financial Advisors's VBR Position: Q2 2026 in Review

Pillar Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.74% in Q2 2026, selling an estimated $22.8K and leaving 13,062 shares worth $3.17M. The position accounts for 1.66% of the portfolio, ranked #16.

Pillar Financial Advisors first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Pillar Financial Advisors held 13,062 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.17M as of Q2 2026.
Pillar Financial Advisors sold 98 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $22.8K.
Vanguard Morningstar Small-Cap Value ETF made up 1.66% of Pillar Financial Advisors's portfolio in Q2 2026, its #16 holding.
Pillar Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.