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Prosperity Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Prosperity Planning’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 		$10M Sell
41,134
-832
-2% -$194K 2.29% 15
2026
Q1 		$9.12M Sell
41,966
-364
-0.9% -$81.4K 2.31% 13
2025
Q4 		$8.97M Sell
42,330
-592
-1% -$124K 2.35% 14
2025
Q3 		$8.96M Sell
42,922
-2,871
-6% -$587K 2.42% 13
2025
Q2 		$8.93M Sell
45,793
-1,833
-4% -$339K 2.58% 12
2025
Q1 		$8.87M Sell
47,626
-3,118
-6% -$616K 2.78% 10
2024
Q4 		$10.1M Sell
50,744
-8,082
-14% -$1.66M 3.22% 10
2024
Q3 		$11.8M Sell
58,826
-6,865
-10% -$1.32M 3.74% 7
2024
Q2 		$12M Sell
65,691
-5,688
-8% -$1.05M 4.1% 7
2024
Q1 		$13.7M Buy
71,379
+3,638
+5% +$656K 4.74% 6
2023
Q4 		$12.2M Buy
67,741
+3,510
+5% +$573K 4.56% 6
2023
Q3 		$10.2M Buy
64,231
+2,815
+5% +$471K 4.28% 6
2023
Q2 		$10.2M Buy
61,416
+4,799
+8% +$756K 4.19% 6
2023
Q1 		$8.99M Buy
56,617
+1,681
+3% +$278K 3.92% 7
2022
Q4 		$8.38M Hold
54,936
– – 4.14% 6
2022
Q3 		$7.88M Buy
54,936
+11,768
+27% +$1.87M 4.11% 7
2022
Q2 		$8.48M Buy
+43,168
New +$7.08M 4.33% 7
2022
Q1 		– Hold
0
– – – 8
2021
Q4 		– Hold
0
– – – 8
2021
Q3 		– Hold
0
– – – 8
2021
Q2 		– Sell
-34,971
Closed -$6.06M – 7
2021
Q1 		$5.79M Buy
34,971
+4,316
+14% +$680K 4.11% 7
2020
Q4 		$4.36M Buy
+30,655
New +$3.95M 3.69% 7

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 22.96% 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

Prosperity Planning's VBR Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, selling an estimated $194K and leaving 41,134 shares worth $10M. The position accounts for 2.29% of the portfolio, ranked #15.

Prosperity Planning first reported a position in VBR in Q4 2020 and has held it in 19 quarters since. The position peaked at $13.7M in Q1 2024. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Prosperity Planning held 41,134 shares of Vanguard Morningstar Small-Cap Value ETF worth $10M as of Q2 2026.
  • Prosperity Planning sold 832 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.29% of Prosperity Planning's portfolio in Q2 2026, its #15 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • Prosperity Planning's Vanguard Morningstar Small-Cap Value ETF position peaked at $13.7M in Q1 2024.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.