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

Seed Wealth Management’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	$413K	Hold	1,700	–	–	0.26%	57
2026 Q1	$369K	Hold	1,700	–	–	0.25%	60
2025 Q4	$360K	Hold	1,700	–	–	0.25%	61
2025 Q3	$355K	Sell	1,700 -740	-30%	-$151K	0.25%	70
2025 Q2	$476K	Hold	2,440	–	–	0.35%	71
2025 Q1	$455K	Hold	2,440	–	–	0.37%	71
2024 Q4	$484K	Hold	2,440	–	–	0.39%	65
2024 Q3	$490K	Hold	2,440	–	–	0.39%	67
2024 Q2	$445K	Hold	2,440	–	–	0.39%	65
2024 Q1	$464K	Hold	2,440	–	–	0.44%	58
2023 Q4	$438K	Hold	2,440	–	–	0.44%	57
2023 Q3	$389K	Hold	2,440	–	–	0.44%	61
2023 Q2	$404K	Hold	2,440	–	–	0.43%	64
2023 Q1	$387K	Hold	2,440	–	–	0.44%	57
2022 Q4	$387K	Buy	+2,440	New	+$388K	0.44%	57

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

Seed Wealth Management's VBR Position: Q2 2026 in Review

Seed Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,700 shares worth $413K. The position accounts for 0.26% of the portfolio, ranked #57.

Seed Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $490K in Q3 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Seed Wealth Management held 1,700 shares of Vanguard Morningstar Small-Cap Value ETF worth $413K as of Q2 2026.
Seed Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Seed Wealth Management's portfolio in Q2 2026, its #57 holding.
Seed Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Seed Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $490K in Q3 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.