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Schulz Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Schulz Wealth’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 		$227K Buy
+932
New +$217K 0.12% 66
2025
Q3 		– Sell
-1,039
Closed -$203K – 67
2025
Q2 		$203K Buy
+1,039
New +$192K 0.15% 66

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

Schulz Wealth's VBR Position: Q2 2026 in Review

Schulz Wealth opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 932 shares worth $227K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in VBR as recently as Q2 2025.

Schulz Wealth first reported a position in VBR in Q2 2025 and has held it in 2 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Schulz Wealth held 932 shares of Vanguard Morningstar Small-Cap Value ETF worth $227K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Schulz Wealth position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Schulz Wealth's portfolio in Q2 2026, its #66 holding.
  • Schulz Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.