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

Praetorian Wealth Management’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 		$14M Buy
57,440
+225
+0.4% +$52.3K 2.41% 13
2026
Q1 		$12.9M Buy
57,215
+110
+0.2% +$24.6K 2.45% 13
2025
Q4 		$12.1M Buy
57,105
+484
+0.9% +$101K 2.4% 13
2025
Q3 		$11.8M Buy
56,621
+460
+0.8% +$94.1K 2.42% 13
2025
Q2 		$11M Sell
56,161
-2,455
-4% -$454K 2.52% 13
2025
Q1 		$10.9M Sell
58,616
-313
-0.5% -$61.8K 2.66% 9
2024
Q4 		$11.7M Buy
58,929
+383
+0.7% +$78.6K 2.84% 9
2024
Q3 		$11.8M Sell
58,546
-1,497
-2% -$288K 2.93% 9
2024
Q2 		$11M Buy
60,043
+803
+1% +$148K 2.81% 9
2024
Q1 		$11.4M Buy
59,240
+951
+2% +$172K 3.04% 9
2023
Q4 		$10.5M Sell
58,289
-4,506
-7% -$736K 3.03% 9
2023
Q3 		$10M Sell
62,795
-9,639
-13% -$1.61M 3.18% 9
2023
Q2 		$12M Buy
72,434
+991
+1% +$156K 3.7% 7
2023
Q1 		$11.3M Buy
71,443
+2,173
+3% +$360K 3.69% 7
2022
Q4 		$11M Buy
69,270
+6,109
+10% +$973K 3.96% 7
2022
Q3 		$9.06M Sell
63,161
-1,644
-3% -$261K 3.4% 8
2022
Q2 		$9.71M Buy
64,805
+1,846
+3% +$303K 3.57% 8
2022
Q1 		$11.1M Buy
62,959
+2,866
+5% +$498K 3.77% 8
2021
Q4 		$10.7M Buy
60,093
+1,668
+3% +$297K 3.49% 8
2021
Q3 		$9.89M Buy
58,425
+516
+0.9% +$88.3K 3.35% 8
2021
Q2 		$10.1M Buy
57,909
+4,265
+8% +$739K 3.36% 9
2021
Q1 		$8.88M Buy
53,644
+1,096
+2% +$173K 3.13% 12
2020
Q4 		$7.47M Buy
52,548
+1,852
+4% +$239K 2.85% 12
2020
Q3 		$5.61M Buy
50,696
+4,531
+10% +$508K 2.48% 13
2020
Q2 		$4.94M Buy
+46,165
New +$4.63M 2.42% 14

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

Praetorian Wealth Management's VBR Position: Q2 2026 in Review

Praetorian Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.39% in Q2 2026, buying an estimated $52.3K and bringing the position to 57,440 shares worth $14M. The position accounts for 2.41% of the portfolio, ranked #13.

Praetorian Wealth Management first reported a position in VBR in Q2 2020 and has held it in 25 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Praetorian Wealth Management held 57,440 shares of Vanguard Morningstar Small-Cap Value ETF worth $14M as of Q2 2026.
  • Praetorian Wealth Management bought 225 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $52.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.41% of Praetorian Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Praetorian Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Praetorian Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.