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Richards, Merrill & Peterson’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Richards, Merrill & Peterson’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 		$7.78K Hold
32
– – ﹤0.01% 274
2026
Q1 		$6.95K Hold
32
– – ﹤0.01% 273
2025
Q4 		$6.78K Hold
32
– – ﹤0.01% 261
2025
Q3 		$6.68K Hold
32
– – ﹤0.01% 211
2025
Q2 		$6.24K Hold
32
– – ﹤0.01% 198
2025
Q1 		$5.96K Hold
32
– – ﹤0.01% 426
2024
Q4 		$6.34K Buy
+32
New +$6.57K ﹤0.01% 410

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

Richards, Merrill & Peterson's VBR Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 32 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Richards, Merrill & Peterson first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Richards, Merrill & Peterson held 32 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.78K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #274 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.