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Revisor Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Revisor Wealth Management’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 		$1.49M Buy
6,115
+118
+2% +$27.4K 0.36% 66
2026
Q1 		$1.3M Buy
5,997
+468
+8% +$105K 0.36% 65
2025
Q4 		$1.25M Sell
5,529
-93
-2% -$19.5K 0.34% 68
2025
Q3 		$1.17M Sell
5,622
-466
-8% -$95.3K 0.4% 53
2025
Q2 		$1.24M Buy
6,088
+101
+2% +$18.7K 0.45% 44
2025
Q1 		$1.12M Buy
5,987
+1,766
+42% +$349K 0.5% 40
2024
Q4 		$846K Buy
4,221
+1,693
+67% +$348K 0.78% 30
2024
Q3 		$508K Sell
2,528
-206
-8% -$39.6K 0.32% 62
2024
Q2 		$499K Sell
2,734
-2,743
-50% -$507K 0.35% 56
2024
Q1 		$1.02M Buy
5,477
+3,802
+227% +$686K 0.46% 44
2023
Q4 		$301K Sell
1,675
-1,863
-53% -$304K 0.35% 71
2023
Q3 		$564K Buy
3,538
+788
+29% +$132K 0.48% 45
2023
Q2 		$455K Sell
2,750
-206
-7% -$32.4K 0.41% 58
2023
Q1 		$469K Buy
+2,956
New +$489K 0.43% 56

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

Revisor Wealth Management's VBR Position: Q2 2026 in Review

Revisor Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, buying an estimated $27.4K and bringing the position to 6,115 shares worth $1.49M. The position accounts for 0.36% of the portfolio, ranked #66.

Revisor Wealth Management first reported a position in VBR in Q1 2023 and has held it in 14 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Revisor Wealth Management held 6,115 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.49M as of Q2 2026.
  • Revisor Wealth Management bought 118 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $27.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.36% of Revisor Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Revisor Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.