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Salus Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Salus Financial Advisors’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
Q1 		$319K Sell
1,468
-88
-6% -$19.7K 0.19% 26
2025
Q4 		$330K Hold
1,556
– – 0.2% 27
2025
Q3 		$325K Hold
1,556
– – 0.2% 27
2025
Q2 		$303K Hold
1,556
– – 0.2% 26
2025
Q1 		$290K Sell
1,556
-8
-0.5% -$1.58K 0.22% 29
2024
Q4 		$310K Buy
+1,564
New +$321K 0.24% 28

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salus Financial Advisors's VBR Position: Q1 2026 in Review

Salus Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.7% in Q1 2026, selling an estimated $19.7K and leaving 1,468 shares worth $319K. The position accounts for 0.19% of the portfolio, ranked #26.

Salus Financial Advisors first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Salus Financial Advisors held 1,468 shares of Vanguard Morningstar Small-Cap Value ETF worth $319K as of Q1 2026.
  • Salus Financial Advisors sold 88 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $19.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.19% of Salus Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • Salus Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Salus Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $330K in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.