Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Schneider Downs Wealth Management 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	$4.33M	Buy	17,820 +4,577	+35%	+$1.06M	0.41%	30
2026 Q1	$2.88M	Buy	13,243 +291	+2%	+$65.1K	0.32%	35
2025 Q4	$2.74M	Buy	12,952 +120	+0.9%	+$25.1K	0.31%	39
2025 Q3	$2.68M	Buy	12,832 +482	+4%	+$98.6K	0.32%	37
2025 Q2	$2.41M	Buy	12,350 +11,223	+996%	+$2.08M	0.36%	38
2025 Q1	$210K	Buy	1,127 +1	+0.1%	+$198	0.04%	137
2024 Q4	$223K	Sell	1,126 -94	-8%	-$19.3K	0.04%	127
2024 Q3	$245K	Buy	1,220 +2	+0.2%	+$384	0.05%	125
2024 Q2	$222K	Hold	1,218	–	–	0.05%	120
2024 Q1	$234K	Sell	1,218 -103	-8%	-$18.6K	0.05%	122
2023 Q4	$238K	Buy	+1,321	New	+$216K	0.06%	103
2023 Q3	–	Sell	-1,216	Closed	-$201K	–	113
2023 Q2	$201K	Buy	+1,216	New	+$191K	0.05%	108

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VBR Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 35% in Q2 2026, buying an estimated $1.06M and bringing the position to 17,820 shares worth $4.33M. The position accounts for 0.41% of the portfolio, ranked #30.

Schneider Downs Wealth Management Advisors first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Schneider Downs Wealth Management Advisors held 17,820 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.33M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 4,577 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.06M.
Vanguard Morningstar Small-Cap Value ETF made up 0.41% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #30 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.