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Retirement Wealth Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Retirement Wealth Solutions’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
Q1 		– Sell
-127
Closed -$26.9K – 855
2025
Q4 		$26.9K Hold
127
– – 0.02% 133
2025
Q3 		$26.5K Sell
127
-123
-49% -$25.1K 0.02% 135
2025
Q2 		$48.8K Buy
+250
New +$46.3K 0.04% 93

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Wealth Solutions's VBR Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 127 shares — an estimated $26.9K sold.

Retirement Wealth Solutions first reported a position in VBR in Q2 2025 and held it in 3 quarters. The position peaked at $48.8K in Q2 2025. 1,713 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 127 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $26.9K.
  • Retirement Wealth Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Retirement Wealth Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $48.8K in Q2 2025.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.