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

Simplicity Wealth’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	$463K	Buy	1,904 +475	+33%	+$110K	0.02%	678
2026 Q1	$310K	Buy	+1,429	New	+$319K	0.02%	575
2025 Q4	–	Sell	-1,884	Closed	-$393K	–	778
2025 Q3	$393K	Sell	1,884 -2,852	-60%	-$583K	0.02%	499
2025 Q2	$924K	Buy	+4,736	New	+$877K	0.04%	343
2024 Q3	–	Sell	-2,728	Closed	-$498K	–	1174
2024 Q2	$498K	Sell	2,728 -2,896	-51%	-$535K	0.01%	763
2024 Q1	$1.08M	Buy	+5,624	New	+$1.01M	0.03%	498

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

Simplicity Wealth's VBR Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 33% in Q2 2026, buying an estimated $110K and bringing the position to 1,904 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #678.

Simplicity Wealth first reported a position in VBR in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Simplicity Wealth held 1,904 shares of Vanguard Morningstar Small-Cap Value ETF worth $463K as of Q2 2026.
Simplicity Wealth bought 475 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $110K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #678 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.08M in Q1 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.