Quest 10 Wealth Builders’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Quest 10 Wealth Builders’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	$76.8K	Sell	316 -2	-0.6%	-$465	0.06%	170
2026 Q1	$69.1K	Hold	318	–	–	0.06%	173
2025 Q4	$67.3K	Sell	318 -1	-0.3%	-$209	0.06%	165
2025 Q3	$66.6K	Hold	319	–	–	0.06%	159
2025 Q2	$62.2K	Hold	319	–	–	0.06%	164
2025 Q1	$59.4K	Sell	319 -322	-50%	-$63.6K	0.06%	157
2024 Q4	$127K	Buy	+641	New	+$132K	0.13%	116

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

Quest 10 Wealth Builders's VBR Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.63% in Q2 2026, selling an estimated $465 and leaving 316 shares worth $76.8K. The position accounts for 0.06% of the portfolio, ranked #170.

Quest 10 Wealth Builders first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $127K in Q4 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Quest 10 Wealth Builders held 316 shares of Vanguard Morningstar Small-Cap Value ETF worth $76.8K as of Q2 2026.
Quest 10 Wealth Builders sold 2 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $465.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #170 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Vanguard Morningstar Small-Cap Value ETF position peaked at $127K in Q4 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.