Shared Vision Wealth Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Shared Vision Wealth Group’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	$3.05M	Buy	12,564 +1,310	+12%	+$305K	1.05%	22
2026 Q1	$2.44M	Buy	11,254 +2,727	+32%	+$610K	1%	24
2025 Q4	$1.91M	Buy	8,527 +2,778	+48%	+$582K	0.77%	27
2025 Q3	$1.19M	Buy	5,749 +4,505	+362%	+$921K	0.51%	33
2025 Q2	$247K	Hold	1,244	–	–	0.12%	74
2025 Q1	$232K	Hold	1,244	–	–	0.13%	74
2024 Q4	$246K	Hold	1,244	–	–	0.13%	69
2024 Q3	$250K	Hold	1,244	–	–	0.13%	65
2024 Q2	$227K	Hold	1,244	–	–	0.13%	70
2024 Q1	$239K	Hold	1,244	–	–	0.15%	66
2023 Q4	$224K	Buy	+1,244	New	+$203K	0.15%	72

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

Shared Vision Wealth Group's VBR Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, buying an estimated $305K and bringing the position to 12,564 shares worth $3.05M. The position accounts for 1.05% of the portfolio, ranked #22.

Shared Vision Wealth Group first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Shared Vision Wealth Group held 12,564 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.05M as of Q2 2026.
Shared Vision Wealth Group bought 1,310 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $305K.
Vanguard Morningstar Small-Cap Value ETF made up 1.05% of Shared Vision Wealth Group's portfolio in Q2 2026, its #22 holding.
Shared Vision Wealth Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.