Markowski Investments’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Markowski Investments’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	$1.17M	Buy	+4,802	New	+$1.12M	0.26%	53

Other funds holding VBR

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Markowski Investments's VBR Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 4,802 shares worth $1.17M. The stake represents 0.26% of the portfolio and ranks #53 among its holdings.

1,546 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Markowski Investments held 4,802 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.17M as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Markowski Investments position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Markowski Investments's portfolio in Q2 2026, its #53 holding.
1,546 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.