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

Smallwood Wealth Investment 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 		$242 Buy
+1
New +$233 ﹤0.01% 483

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SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Smallwood Wealth Investment Management's VBR Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1 share worth $242. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

1,161 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Smallwood Wealth Investment Management held 1 share of Vanguard Morningstar Small-Cap Value ETF worth $242 as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #483 holding.
  • 1,161 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.