Prudent Investors Network’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Prudent Investors Network’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	$344K	Buy	1,417 +105	+8%	+$24.4K	0.07%	60
2026 Q1	$285K	Buy	1,312 +237	+22%	+$53K	0.06%	61
2025 Q4	$228K	Hold	1,075	–	–	0.05%	65
2025 Q3	$224K	Hold	1,075	–	–	0.06%	63
2025 Q2	$210K	Sell	1,075 -553	-34%	-$102K	0.06%	57
2025 Q1	$303K	Buy	1,628 +553	+51%	+$109K	0.09%	43
2024 Q4	$213K	Hold	1,075	–	–	0.06%	52
2024 Q3	$216K	Buy	+1,075	New	+$207K	0.07%	45
2024 Q2	–	Sell	-1,086	Closed	-$208K	–	51
2024 Q1	$208K	Buy	+1,086	New	+$196K	0.08%	41

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

Prudent Investors Network's VBR Position: Q2 2026 in Review

Prudent Investors Network increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,417 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #60.

Prudent Investors Network first reported a position in VBR in Q1 2024 and has held it in 9 quarters since. 1,754 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Prudent Investors Network held 1,417 shares of Vanguard Morningstar Small-Cap Value ETF worth $344K as of Q2 2026.
Prudent Investors Network bought 105 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $24.4K.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Prudent Investors Network's portfolio in Q2 2026, its #60 holding.
Prudent Investors Network first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,754 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.