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

Principia Wealth 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 Q2	$591K	Sell	2,432 -301	-11%	-$70K	0.29%	44
2026 Q1	$594K	Sell	2,733 -2,228	-45%	-$498K	0.34%	40
2025 Q4	$1.05M	Sell	4,961 -1,565	-24%	-$328K	0.66%	29
2025 Q3	$1.36M	Sell	6,526 -5,400	-45%	-$1.1M	0.94%	25
2025 Q2	$2.33M	Sell	11,926 -1,175	-9%	-$218K	1.97%	16
2025 Q1	$2.32M	Buy	13,101 +655	+5%	+$129K	2.22%	15
2024 Q4	$2.47M	Buy	+12,446	New	+$2.55M	2.32%	15

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

Principia Wealth Advisory's VBR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 11% in Q2 2026, selling an estimated $70K and leaving 2,432 shares worth $591K. The position accounts for 0.29% of the portfolio, ranked #44.

Principia Wealth Advisory first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Principia Wealth Advisory held 2,432 shares of Vanguard Morningstar Small-Cap Value ETF worth $591K as of Q2 2026.
Principia Wealth Advisory sold 301 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $70K.
Vanguard Morningstar Small-Cap Value ETF made up 0.29% of Principia Wealth Advisory's portfolio in Q2 2026, its #44 holding.
Principia Wealth Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.47M in Q4 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.