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Prairie Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Prairie Advisory’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
Q3 		$711K Sell
3,076
-3,136
-50% -$765K 0.08% 125
2026
Q2 		$1.51M Buy
+6,212
New +$1.45M 0.35% 42

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Prairie Advisory's VBR Position: Q3 2026 in Review

Prairie Advisory reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 50% in Q3 2026, selling an estimated $765K and leaving 3,076 shares worth $711K. The position accounts for 0.08% of the portfolio, ranked #125.

Prairie Advisory first reported a position in VBR in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.51M in Q2 2026. 643 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Prairie Advisory held 3,076 shares of Vanguard Morningstar Small-Cap Value ETF worth $711K as of Q3 2026.
  • Prairie Advisory sold 3,136 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $765K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.08% of Prairie Advisory's portfolio in Q3 2026, its #125 holding.
  • Prairie Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Prairie Advisory's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.51M in Q2 2026.
  • 643 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Prairie Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.