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

Private Wealth Management Group’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	$26.6K	Buy	110 +1	+0.9%	+$233	0.01%	314
2026 Q1	$23.8K	Buy	109 +18	+20%	+$4.02K	0.01%	288
2025 Q4	$19.3K	Hold	91	–	–	0.01%	334
2025 Q3	$19K	Hold	91	–	–	0.01%	347
2025 Q2	$17.7K	Hold	91	–	–	0.01%	335
2025 Q1	$17K	Hold	91	–	–	0.01%	334
2024 Q4	$18K	Sell	91 -3	-3%	-$616	0.01%	324
2024 Q3	$18.9K	Hold	94	–	–	0.01%	300
2024 Q2	$17.2K	Hold	94	–	–	0.01%	307
2024 Q1	$18K	Sell	94 -2	-2%	-$361	0.01%	289
2023 Q4	$17.3K	Buy	+96	New	+$15.7K	0.01%	285

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

Private Wealth Management Group's VBR Position: Q2 2026 in Review

Private Wealth Management Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.92% in Q2 2026, buying an estimated $233 and bringing the position to 110 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #314.

Private Wealth Management Group first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Private Wealth Management Group held 110 shares of Vanguard Morningstar Small-Cap Value ETF worth $26.6K as of Q2 2026.
Private Wealth Management Group bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #314 holding.
Private Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.