Ritter Daniher Financial Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ritter Daniher Financial Advisory’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	4,880 -42	-0.9%	-$9.77K	0.18%	65
2026 Q1	$1.07M	Sell	4,922 -15	-0.3%	-$3.35K	0.18%	68
2025 Q4	$1.05M	Buy	4,937 +4,936	+493,600%	+$1.03M	0.18%	68
2025 Q3	$210	Hold	1	–	–	﹤0.01%	453
2025 Q2	$196	Buy	+1	New	+$185	﹤0.01%	329
2024 Q3	–	Sell	-49	Closed	-$8.94K	–	327
2024 Q2	$8.94K	Buy	+49	New	+$9.05K	﹤0.01%	238
2023 Q3	–	Sell	-35	Closed	-$5.79K	–	377
2023 Q2	$5.79K	Buy	+35	New	+$5.51K	﹤0.01%	250
2023 Q1	–	Sell	-1,089	Closed	-$173K	–	319
2022 Q4	$173K	Buy	+1,089	New	+$173K	0.08%	74

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ritter Daniher Financial Advisory's VBR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.85% in Q2 2026, selling an estimated $9.77K and leaving 4,880 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #65.

Ritter Daniher Financial Advisory first reported a position in VBR in Q4 2022 and has held it in 8 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Ritter Daniher Financial Advisory held 4,880 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.19M as of Q2 2026.
Ritter Daniher Financial Advisory sold 42 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $9.77K.
Vanguard Morningstar Small-Cap Value ETF made up 0.18% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #65 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.