Quartz Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Quartz Partners’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	$492K	Buy	+2,128	New	+$519K	0.15%	108

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

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Quartz Partners's VBR Position: Q3 2026 in Review

Quartz Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 2,128 shares worth $492K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings.

1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Quartz Partners held 2,128 shares of Vanguard Morningstar Small-Cap Value ETF worth $492K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Quartz Partners position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Quartz Partners's portfolio in Q3 2026, its #108 holding.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.