Seven Mile Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Seven Mile Advisory’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	$243K	Sell	1,000 -29	-3%	-$6.75K	0.16%	129
2026 Q1	$224K	Sell	1,029 -24,968	-96%	-$5.58M	0.16%	150
2025 Q4	$5.51M	Buy	25,997 +226	+0.9%	+$47.3K	0.95%	31
2025 Q3	$5.38M	Buy	25,771 +24,636	+2,171%	+$5.04M	0.87%	32
2025 Q2	$221K	Hold	1,135	–	–	0.13%	158
2025 Q1	$211K	Hold	1,135	–	–	0.14%	159
2024 Q4	$225K	Buy	1,135 +29	+3%	+$5.95K	0.14%	143
2024 Q3	$222K	Hold	1,106	–	–	0.15%	145
2024 Q2	$202K	Hold	1,106	–	–	0.15%	144
2024 Q1	$212K	Buy	+1,106	New	+$200K	0.16%	140

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

Seven Mile Advisory's VBR Position: Q2 2026 in Review

Seven Mile Advisory reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.8% in Q2 2026, selling an estimated $6.75K and leaving 1,000 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #129.

Seven Mile Advisory first reported a position in VBR in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.51M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Seven Mile Advisory held 1,000 shares of Vanguard Morningstar Small-Cap Value ETF worth $243K as of Q2 2026.
Seven Mile Advisory sold 29 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $6.75K.
Vanguard Morningstar Small-Cap Value ETF made up 0.16% of Seven Mile Advisory's portfolio in Q2 2026, its #129 holding.
Seven Mile Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Seven Mile Advisory's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.51M in Q4 2025.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.