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

Presilium Private 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 		$19.6M Buy
80,770
+1,584
+2% +$368K 3.01% 13
2026
Q1 		$17.2M Buy
79,186
+2,318
+3% +$518K 3.03% 12
2025
Q4 		$16.3M Buy
76,868
+3,158
+4% +$661K 2.97% 12
2025
Q3 		$15.4M Buy
73,710
+1,235
+2% +$253K 2.92% 12
2025
Q2 		$14.1M Buy
72,475
+4,533
+7% +$839K 2.89% 13
2025
Q1 		$12.7M Buy
67,942
+6,234
+10% +$1.23M 2.84% 12
2024
Q4 		$12.2M Buy
61,708
+536
+0.9% +$110K 2.81% 12
2024
Q3 		$12.3M Sell
61,172
-54
-0.1% -$10.4K 2.83% 12
2024
Q2 		$11.2M Buy
61,226
+3,270
+6% +$604K 2.82% 12
2024
Q1 		$11.1M Buy
57,956
+3,753
+7% +$677K 2.95% 12
2023
Q4 		$9.75M Sell
54,203
-3,784
-7% -$618K 2.78% 12
2023
Q3 		$9.25M Buy
57,987
+1,636
+3% +$274K 2.94% 12
2023
Q2 		$9.32M Buy
56,351
+6,358
+13% +$1M 3.19% 12
2023
Q1 		$7.94M Buy
49,993
+3,830
+8% +$634K 3.06% 12
2022
Q4 		$7.33M Buy
+46,163
New +$7.35M 3.08% 12

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

Presilium Private Wealth's VBR Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, buying an estimated $368K and bringing the position to 80,770 shares worth $19.6M. The position accounts for 3.01% of the portfolio, ranked #13.

Presilium Private Wealth first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Presilium Private Wealth held 80,770 shares of Vanguard Morningstar Small-Cap Value ETF worth $19.6M as of Q2 2026.
  • Presilium Private Wealth bought 1,584 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $368K.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.01% of Presilium Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Presilium Private Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.