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

SkyOak 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	$7.31M	Sell	30,101 -1,379	-4%	-$321K	1.2%	26
2026 Q1	$6.84M	Buy	31,480 +273	+0.9%	+$61K	1.25%	23
2025 Q4	$6.61M	Buy	31,207 +309	+1%	+$64.7K	1.19%	27
2025 Q3	$6.45M	Sell	30,898 -268	-0.9%	-$54.8K	1.22%	25
2025 Q2	$6.08M	Buy	+31,166	New	+$5.77M	1.22%	24
2020 Q1	–	Sell	-2,782	Closed	-$381K	–	300
2019 Q4	$381K	Buy	+2,782	New	+$369K	0.12%	204

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

SkyOak Wealth's VBR Position: Q2 2026 in Review

SkyOak Wealth reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.4% in Q2 2026, selling an estimated $321K and leaving 30,101 shares worth $7.31M. The position accounts for 1.2% of the portfolio, ranked #26.

SkyOak Wealth first reported a position in VBR in Q4 2019 and has held it in 6 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

SkyOak Wealth held 30,101 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.31M as of Q2 2026.
SkyOak Wealth sold 1,379 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $321K.
Vanguard Morningstar Small-Cap Value ETF made up 1.2% of SkyOak Wealth's portfolio in Q2 2026, its #26 holding.
SkyOak Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 6 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.