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Snowden Capital Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Snowden Capital Advisors’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 		$785K Sell
3,230
-29
-0.9% -$6.75K 0.02% 669
2026
Q1 		$708K Sell
3,259
-119
-4% -$26.6K 0.02% 655
2025
Q4 		$716K Sell
3,378
-232
-6% -$48.6K 0.02% 651
2025
Q3 		$757K Buy
3,610
+80
+2% +$16.4K 0.02% 613
2025
Q2 		$692K Sell
3,530
-206
-6% -$38.1K 0.02% 636
2025
Q1 		$696K Sell
3,736
-40
-1% -$7.9K 0.02% 618
2024
Q4 		$748K Buy
3,776
+103
+3% +$21.1K 0.02% 611
2024
Q3 		$737K Buy
3,673
+336
+10% +$64.6K 0.02% 618
2024
Q2 		$612K Buy
3,337
+59
+2% +$10.9K 0.02% 660
2024
Q1 		$629K Sell
3,278
-55
-2% -$9.93K 0.02% 659
2023
Q4 		$600K Sell
3,333
-38
-1% -$6.2K 0.02% 622
2023
Q3 		$538K Sell
3,371
-519
-13% -$86.8K 0.02% 623
2023
Q2 		$643K Sell
3,890
-206
-5% -$32.4K 0.02% 615
2023
Q1 		$650K Buy
4,096
+279
+7% +$46.2K 0.03% 614
2022
Q4 		$606K Sell
3,817
-840
-18% -$134K 0.03% 628
2022
Q3 		$667K Sell
4,657
-37
-0.8% -$5.88K 0.03% 548
2022
Q2 		$703K Sell
4,694
-16
-0.3% -$2.62K 0.03% 515
2022
Q1 		$828K Buy
4,710
+1,350
+40% +$235K 0.03% 488
2021
Q4 		$600K Buy
3,360
+488
+17% +$86.8K 0.03% 424
2021
Q3 		$486K Sell
2,872
-79
-3% -$13.5K 0.02% 548
2021
Q2 		$512K Buy
2,951
+1,253
+74% +$217K 0.03% 541
2021
Q1 		$281K Buy
+1,698
New +$267K 0.02% 653

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Snowden Capital Advisors's VBR Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.89% in Q2 2026, selling an estimated $6.75K and leaving 3,230 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #669.

Snowden Capital Advisors first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. The position peaked at $828K in Q1 2022. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Snowden Capital Advisors held 3,230 shares of Vanguard Morningstar Small-Cap Value ETF worth $785K as of Q2 2026.
  • Snowden Capital Advisors sold 29 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $6.75K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #669 holding.
  • Snowden Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Snowden Capital Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $828K in Q1 2022.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.