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

Savvy Advisors Inc’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 		$2.69M Buy
11,076
+925
+9% +$215K 0.06% 268
2026
Q1 		$2.21M Buy
10,151
+3,978
+64% +$889K 0.06% 251
2025
Q4 		$1.31M Buy
6,173
+896
+17% +$188K 0.04% 317
2025
Q3 		$1.1M Buy
5,277
+1,148
+28% +$235K 0.05% 251
2025
Q2 		$805K Buy
4,129
+748
+22% +$138K 0.05% 256
2025
Q1 		$630K Buy
3,381
+1,994
+144% +$394K 0.06% 246
2024
Q4 		$275K Buy
1,387
+104
+8% +$21.4K 0.03% 358
2024
Q3 		$258K Sell
1,283
-761
-37% -$146K 0.05% 286
2024
Q2 		$373K Sell
2,044
-312
-13% -$57.6K 0.12% 179
2024
Q1 		$452K Buy
2,356
+568
+32% +$102K 0.26% 104
2023
Q4 		$322K Buy
+1,788
New +$292K 0.31% 100

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

Savvy Advisors Inc's VBR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.1% in Q2 2026, buying an estimated $215K and bringing the position to 11,076 shares worth $2.69M. The position accounts for 0.06% of the portfolio, ranked #268.

Savvy Advisors Inc first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Savvy Advisors Inc held 11,076 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.69M as of Q2 2026.
  • Savvy Advisors Inc bought 925 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $215K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #268 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.