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

SHP 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
Q1 		$18.2K Buy
84
+44
+110% +$9.84K ﹤0.01% 750
2025
Q4 		$8.47K Buy
+40
New +$8.38K ﹤0.01% 877

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's VBR Position: Q1 2026 in Review

SHP Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 110% in Q1 2026, buying an estimated $9.84K and bringing the position to 84 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

SHP Wealth Management first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • SHP Wealth Management held 84 shares of Vanguard Morningstar Small-Cap Value ETF worth $18.2K as of Q1 2026.
  • SHP Wealth Management bought 44 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $9.84K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #750 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.