TrueNorth Wealth & Impact, LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$750K	Buy	+3,248	New	+$793K	0.29%	63

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VBR Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 3,248 shares worth $750K. The stake represents 0.29% of the portfolio and ranks #63 among its holdings.

1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 3,248 shares of Vanguard Morningstar Small-Cap Value ETF worth $750K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.29% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #63 holding.
1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.