Redwood Park Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Redwood Park Advisors’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	$43.7K	Buy	180 +1	+0.6%	+$233	0.03%	113
2026 Q1	$38.9K	Buy	179 +1	+0.6%	+$224	0.03%	113
2025 Q4	$37.7K	Buy	178 +1	+0.6%	+$209	0.03%	118
2025 Q3	$36.9K	Sell	177 -23	-12%	-$4.7K	0.02%	122
2025 Q2	$39K	Hold	200	–	–	0.03%	116
2025 Q1	$37.3K	Hold	200	–	–	0.03%	115
2024 Q4	$39.6K	Buy	+200	New	+$41.1K	0.03%	115

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

Redwood Park Advisors's VBR Position: Q2 2026 in Review

Redwood Park Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.56% in Q2 2026, buying an estimated $233 and bringing the position to 180 shares worth $43.7K. The position accounts for 0.03% of the portfolio, ranked #113.

Redwood Park Advisors first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,764 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Redwood Park Advisors held 180 shares of Vanguard Morningstar Small-Cap Value ETF worth $43.7K as of Q2 2026.
Redwood Park Advisors bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Redwood Park Advisors's portfolio in Q2 2026, its #113 holding.
Redwood Park Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.