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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
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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Potentia Wealth's VBR Position: Q1 2026 in Review

Potentia Wealth held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2026 at 2,739 shares worth $595K. The position accounts for 0.23% of the portfolio, ranked #48.

Potentia Wealth first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Potentia Wealth held 2,739 shares of Vanguard Morningstar Small-Cap Value ETF worth $595K as of Q1 2026.
  • Potentia Wealth left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.23% of Potentia Wealth's portfolio in Q1 2026, its #48 holding.
  • Potentia Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.