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15 Wealth Advisors LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

15 Wealth Advisors LLC’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
Q3 		$280K Buy
+1,213
New +$296K 0.07% 93

Other funds holding VBR

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

15 Wealth Advisors LLC's VBR Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 1,213 shares worth $280K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings.

241 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • 15 Wealth Advisors LLC held 1,213 shares of Vanguard Morningstar Small-Cap Value ETF worth $280K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #93 holding.
  • 241 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.