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

Sherman 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 		$1.51M Buy
6,221
+194
+3% +$45.1K 1.14% 25
2026
Q1 		$1.31M Buy
6,027
+430
+8% +$96.1K 1.12% 25
2025
Q4 		$1.19M Buy
+5,597
New +$1.17M 1.03% 25

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Sherman Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.2% in Q2 2026, buying an estimated $45.1K and bringing the position to 6,221 shares worth $1.51M. The position accounts for 1.14% of the portfolio, ranked #25.

Sherman Wealth Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,312 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sherman Wealth Management held 6,221 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.51M as of Q2 2026.
  • Sherman Wealth Management bought 194 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $45.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.14% of Sherman Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Sherman Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.