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Silver Grove Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Silver Grove Financial 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 		$15.8K Sell
65
-17
-21% -$3.95K 0.01% 720
2026
Q1 		$17.8K Buy
+82
New +$18.3K 0.01% 266

Other funds holding VBR

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $617B AUM 30.33% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silver Grove Financial Group's VBR Position: Q2 2026 in Review

Silver Grove Financial Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 21% in Q2 2026, selling an estimated $3.95K and leaving 65 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #720.

Silver Grove Financial Group first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.8K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Silver Grove Financial Group held 65 shares of Vanguard Morningstar Small-Cap Value ETF worth $15.8K as of Q2 2026.
  • Silver Grove Financial Group sold 17 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.95K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #720 holding.
  • Silver Grove Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Silver Grove Financial Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $17.8K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.