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SC&H Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

SC&H 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
Q3 		$1.84M Buy
7,978
+9
+0.1% +$2.2K 0.26% 49
2026
Q2 		$1.94M Buy
7,969
+7
+0.1% +$1.63K 0.26% 49
2026
Q1 		$1.73M Buy
7,962
+13
+0.2% +$2.91K 0.26% 52
2025
Q4 		$1.68M Buy
7,949
+624
+9% +$131K 0.26% 46
2025
Q3 		$1.53M Sell
7,325
-472
-6% -$96.5K 0.25% 51
2025
Q2 		$1.52M Sell
7,797
-351
-4% -$65K 0.26% 49
2025
Q1 		$1.52M Buy
8,148
+366
+5% +$72.3K 0.3% 46
2024
Q4 		$1.54M Sell
7,782
-33
-0.4% -$6.77K 0.32% 44
2024
Q3 		$1.57M Buy
7,815
+31
+0.4% +$5.96K 0.34% 43
2024
Q2 		$1.42M Buy
7,784
+459
+6% +$84.8K 0.35% 44
2024
Q1 		$1.41M Sell
7,325
-197
-3% -$35.5K 0.37% 45
2023
Q4 		$1.35M Buy
7,522
+133
+2% +$21.7K 0.39% 41
2023
Q3 		$1.18M Buy
7,389
+18
+0.2% +$3.01K 0.39% 46
2023
Q2 		$1.22M Buy
7,371
+20
+0.3% +$3.15K 0.4% 46
2023
Q1 		$1.17M Sell
7,351
-498
-6% -$82.4K 0.43% 46
2022
Q4 		$1.25M Buy
7,849
+19
+0.2% +$3.02K 0.52% 36
2022
Q3 		$1.12M Sell
7,830
-820
-9% -$130K 0.56% 40
2022
Q2 		$1.3M Buy
8,650
+255
+3% +$41.8K 0.6% 36
2022
Q1 		$1.48M Buy
8,395
+10
+0.1% +$1.74K 0.7% 31
2021
Q4 		$1.5M Buy
+8,385
New +$1.49M 0.83% 26

Other funds holding VBR

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

SC&H Financial Advisors's VBR Position: Q3 2026 in Review

SC&H Financial Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.11% in Q3 2026, buying an estimated $2.2K and bringing the position to 7,978 shares worth $1.84M. The position accounts for 0.26% of the portfolio, ranked #49.

SC&H Financial Advisors first reported a position in VBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.94M in Q2 2026. 241 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • SC&H Financial Advisors held 7,978 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.84M as of Q3 2026.
  • SC&H Financial Advisors bought 9 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.26% of SC&H Financial Advisors's portfolio in Q3 2026, its #49 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.94M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.