Seeds Investor’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Seeds Investor’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	$2.55M	Sell	10,511 -77	-0.7%	-$17.9K	0.26%	88
2026 Q1	$2.41M	Sell	10,588 -352	-3%	-$78.7K	0.33%	59
2025 Q4	$2.32M	Buy	10,940 +93	+0.9%	+$19.5K	0.44%	42
2025 Q3	$2.26M	Buy	10,847 +172	+2%	+$35.2K	0.48%	41
2025 Q2	$2.08M	Sell	10,675 -1,244	-10%	-$230K	0.49%	39
2025 Q1	$2.22M	Sell	11,919 -958	-7%	-$189K	0.62%	31
2024 Q4	$2.55M	Buy	12,877 +239	+2%	+$49.1K	0.73%	28
2024 Q3	$2.54M	Buy	12,638 +3,383	+37%	+$650K	0.95%	16
2024 Q2	$1.69M	Buy	+9,255	New	+$1.71M	0.87%	16

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

Seeds Investor's VBR Position: Q2 2026 in Review

Seeds Investor reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.73% in Q2 2026, selling an estimated $17.9K and leaving 10,511 shares worth $2.55M. The position accounts for 0.26% of the portfolio, ranked #88.

Seeds Investor first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Seeds Investor held 10,511 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.55M as of Q2 2026.
Seeds Investor sold 77 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Seeds Investor's portfolio in Q2 2026, its #88 holding.
Seeds Investor first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.