PWG
VBR icon

Portside Wealth Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Portside Wealth Group’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 		$8.98M Buy
36,960
+7,156
+24% +$1.66M 1.05% 13
2026
Q1 		$6.47M Buy
+29,804
New +$6.66M 0.88% 21

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

Portside Wealth Group's VBR Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 24% in Q2 2026, buying an estimated $1.66M and bringing the position to 36,960 shares worth $8.98M. The position accounts for 1.05% of the portfolio, ranked #13.

Portside Wealth Group first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,764 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Portside Wealth Group held 36,960 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.98M as of Q2 2026.
  • Portside Wealth Group bought 7,156 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.66M.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.05% of Portside Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Portside Wealth Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.