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Resurgent Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Resurgent Financial 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 		$1.19M Sell
4,901
-338
-6% -$78.6K 0.33% 66
2026
Q1 		$1.14M Sell
5,239
-52
-1% -$11.6K 0.41% 60
2025
Q4 		$1.12M Buy
5,291
+71
+1% +$14.9K 0.56% 44
2025
Q3 		$1.09M Sell
5,220
-126
-2% -$25.8K 0.53% 46
2025
Q2 		$1.04M Sell
5,346
-52
-1% -$9.63K 0.57% 50
2025
Q1 		$1.01M Buy
5,398
+415
+8% +$82K 0.6% 44
2024
Q4 		$987K Buy
4,983
+216
+5% +$44.3K 0.58% 43
2024
Q3 		$957K Buy
4,767
+310
+7% +$59.6K 0.56% 46
2024
Q2 		$814K Sell
4,457
-5,020
-53% -$927K 0.51% 53
2024
Q1 		$1.82M Buy
9,477
+4,790
+102% +$864K 0.97% 26
2023
Q4 		$843K Sell
4,687
-2,133
-31% -$348K 0.52% 44
2023
Q3 		$1.09M Sell
6,820
-836
-11% -$140K 0.74% 26
2023
Q2 		$1.27M Buy
7,656
+642
+9% +$101K 0.84% 27
2023
Q1 		$1.11M Buy
7,014
+559
+9% +$92.5K 0.74% 34
2022
Q4 		$1.02M Buy
6,455
+2,868
+80% +$457K 0.54% 42
2022
Q3 		$514K Sell
3,587
-434
-11% -$68.9K 0.34% 87
2022
Q2 		$602K Sell
4,021
-135
-3% -$22.1K 0.39% 79
2022
Q1 		$731K Buy
4,156
+826
+25% +$144K 0.45% 63
2021
Q4 		$596K Buy
+3,330
New +$592K 0.48% 64

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Resurgent Financial Advisors's VBR Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.5% in Q2 2026, selling an estimated $78.6K and leaving 4,901 shares worth $1.19M. The position accounts for 0.33% of the portfolio, ranked #66.

Resurgent Financial Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q1 2024. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Resurgent Financial Advisors held 4,901 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.19M as of Q2 2026.
  • Resurgent Financial Advisors sold 338 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $78.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.33% of Resurgent Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Resurgent Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.82M in Q1 2024.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.