Princeton Global Asset Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Princeton Global Asset 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	$2.92K	Hold	12	–	–	﹤0.01%	717
2026 Q1	$2.61K	Hold	12	–	–	﹤0.01%	745
2025 Q4	$2.54K	Hold	12	–	–	﹤0.01%	746
2025 Q3	$2.5K	Buy	+12	New	+$2.45K	﹤0.01%	685
2020 Q1	–	Sell	-4,025	Closed	-$488K	–	567
2019 Q4	$552	Buy	4,025 +675	+20%	+$89.4K	0.22%	107
2019 Q3	$424K	Buy	3,350 +671	+25%	+$85.9K	0.24%	108
2019 Q2	$350K	Buy	2,679 +424	+19%	+$55.1K	0.21%	114
2019 Q1	$290K	Buy	2,255 +391	+21%	+$49.7K	0.2%	119
2018 Q4	$213K	Buy	+1,864	New	+$236K	0.19%	115

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Princeton Global Asset Management's VBR Position: Q2 2026 in Review

Princeton Global Asset Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 12 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Princeton Global Asset Management first reported a position in VBR in Q4 2018 and has held it in 9 quarters since. The position peaked at $424K in Q3 2019. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Princeton Global Asset Management held 12 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.92K as of Q2 2026.
Princeton Global Asset Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #717 holding.
Princeton Global Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 9 quarters since.
Princeton Global Asset Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $424K in Q3 2019.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.