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

Sanctuary 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
Q2 		$42.5M Buy
174,818
+5,517
+3% +$1.28M 0.2% 103
2026
Q1 		$36.8M Buy
169,301
+928
+0.6% +$207K 0.2% 105
2025
Q4 		$35.7M Buy
168,373
+14,699
+10% +$3.08M 0.19% 103
2025
Q3 		$32.1M Buy
153,674
+4,083
+3% +$835K 0.18% 112
2025
Q2 		$29.2M Sell
149,591
-3,233
-2% -$598K 0.18% 120
2025
Q1 		$28.5M Buy
152,824
+3,867
+3% +$764K 0.2% 110
2024
Q4 		$30.9M Buy
148,957
+13,505
+10% +$2.77M 0.2% 106
2024
Q3 		$29M Buy
135,452
+7,968
+6% +$1.53M 0.18% 118
2024
Q2 		$23.3M Buy
+127,484
New +$23.5M 0.17% 126

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

Sanctuary Advisors's VBR Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.3% in Q2 2026, buying an estimated $1.28M and bringing the position to 174,818 shares worth $42.5M. The position accounts for 0.2% of the portfolio, ranked #103.

Sanctuary Advisors first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sanctuary Advisors held 174,818 shares of Vanguard Morningstar Small-Cap Value ETF worth $42.5M as of Q2 2026.
  • Sanctuary Advisors bought 5,517 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.28M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.2% of Sanctuary Advisors's portfolio in Q2 2026, its #103 holding.
  • Sanctuary Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.