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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
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

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

SC&H Financial Advisors's VBR Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.09% in Q2 2026, buying an estimated $1.63K and bringing the position to 7,969 shares worth $1.94M. 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 19 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • SC&H Financial Advisors held 7,969 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.94M as of Q2 2026.
  • SC&H Financial Advisors bought 7 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.26% of SC&H Financial Advisors's portfolio in Q2 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 19 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.