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Salomon & Ludwin’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Salomon & Ludwin’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 		$254K Sell
1,047
-46
-4% -$10.7K 0.02% 156
2026
Q1 		$239K Sell
1,093
-45
-4% -$10.1K 0.02% 155
2025
Q4 		$247K Buy
1,138
+4
+0.4% +$838 0.02% 154
2025
Q3 		$239K Sell
1,134
-6
-0.5% -$1.23K 0.02% 151
2025
Q2 		$229K Buy
1,140
+2
+0.2% +$370 0.02% 145
2025
Q1 		$212K Sell
1,138
-123
-10% -$24.3K 0.02% 142
2024
Q4 		$250K Sell
1,261
-1
-0.1% -$205 0.03% 131
2024
Q3 		$253K Sell
1,262
-61
-5% -$11.7K 0.03% 137
2024
Q2 		$241K Sell
1,323
-914
-41% -$169K 0.03% 143
2024
Q1 		$429K Sell
2,237
-254
-10% -$45.8K 0.04% 131
2023
Q4 		$397K Hold
2,491
– – 0.04% 125
2023
Q3 		$397K Buy
2,491
+142
+6% +$23.7K 0.04% 125
2023
Q2 		$389K Sell
2,349
-8
-0.3% -$1.26K 0.04% 129
2023
Q1 		$374K Sell
2,357
-215
-8% -$35.6K 0.04% 127
2022
Q4 		$408K Buy
+2,572
New +$409K 0.05% 121

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

Salomon & Ludwin's VBR Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.2% in Q2 2026, selling an estimated $10.7K and leaving 1,047 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #156.

Salomon & Ludwin first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $429K in Q1 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Salomon & Ludwin held 1,047 shares of Vanguard Morningstar Small-Cap Value ETF worth $254K as of Q2 2026.
  • Salomon & Ludwin sold 46 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #156 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Salomon & Ludwin's Vanguard Morningstar Small-Cap Value ETF position peaked at $429K in Q1 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.