Putney Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Putney Financial 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 Q3	$38.8K	Buy	+168	New	+$41K	0.03%	155

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Putney Financial Group's VBR Position: Q3 2026 in Review

Putney Financial Group opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 168 shares worth $38.8K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

1,445 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Putney Financial Group held 168 shares of Vanguard Morningstar Small-Cap Value ETF worth $38.8K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Putney Financial Group position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Putney Financial Group's portfolio in Q3 2026, its #155 holding.
1,445 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.