Sky-Mountain Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sky-Mountain Capital 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	$2.96M	Buy	12,193 +4,292	+54%	+$998K	2.12%	9
2026 Q1	$1.72M	Buy	7,901 +74	+0.9%	+$16.5K	1.23%	11
2025 Q4	$1.76M	Buy	7,827 +663	+9%	+$139K	1.17%	12
2025 Q3	$1.49M	Sell	7,164 -29	-0.4%	-$5.93K	1.04%	11
2025 Q2	$1.42M	Sell	7,193 -3,349	-32%	-$620K	0.95%	11
2025 Q1	$1.96M	Buy	+10,542	New	+$2.08M	1.66%	9

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

Sky-Mountain Capital Management's VBR Position: Q2 2026 in Review

Sky-Mountain Capital Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 54% in Q2 2026, buying an estimated $998K and bringing the position to 12,193 shares worth $2.96M. The position accounts for 2.12% of the portfolio, ranked #9.

Sky-Mountain Capital Management first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 1,757 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Sky-Mountain Capital Management held 12,193 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.96M as of Q2 2026.
Sky-Mountain Capital Management bought 4,292 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $998K.
Vanguard Morningstar Small-Cap Value ETF made up 2.12% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #9 holding.
Sky-Mountain Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,757 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.