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

Potentia Wealth’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 		– Sell
-2,739
Closed -$595K – 92
2026
Q1 		$595K Hold
2,739
– – 0.23% 48
2025
Q4 		$580K Hold
2,739
– – 0.21% 47
2025
Q3 		$572K Buy
2,739
+30
+1% +$6.13K 0.22% 52
2025
Q2 		$528K Hold
2,709
– – 0.3% 41
2025
Q1 		$505K Hold
2,709
– – 0.24% 52
2024
Q4 		$537K Buy
+2,709
New +$556K 0.24% 57

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 22.9% 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

Potentia Wealth's VBR Position: Q2 2026 in Review

Potentia Wealth sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 2,739 shares — an estimated $595K sold.

Potentia Wealth first reported a position in VBR in Q4 2024 and held it in 6 quarters. The position peaked at $595K in Q1 2026. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Potentia Wealth reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 2,739 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $595K.
  • Potentia Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $595K in Q1 2026.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.