Solutions 4 Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Solutions 4 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	$447K	Hold	1,841	–	–	0.58%	36
2026 Q1	$400K	Hold	1,841	–	–	0.6%	38
2025 Q4	$390K	Hold	1,841	–	–	0.59%	39
2025 Q3	$384K	Hold	1,841	–	–	0.6%	37
2025 Q2	$359K	Hold	1,841	–	–	0.6%	37
2025 Q1	$343K	Hold	1,841	–	–	0.61%	37
2024 Q4	$365K	Hold	1,841	–	–	0.66%	36
2024 Q3	$370K	Hold	1,841	–	–	0.72%	36
2024 Q2	$336K	Hold	1,841	–	–	0.76%	32
2024 Q1	$353K	Hold	1,841	–	–	0.99%	24
2023 Q4	$331K	Buy	+1,841	New	+$301K	1.08%	25

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

Solutions 4 Wealth's VBR Position: Q2 2026 in Review

Solutions 4 Wealth held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,841 shares worth $447K. The position accounts for 0.58% of the portfolio, ranked #36.

Solutions 4 Wealth first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Solutions 4 Wealth held 1,841 shares of Vanguard Morningstar Small-Cap Value ETF worth $447K as of Q2 2026.
Solutions 4 Wealth left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.58% of Solutions 4 Wealth's portfolio in Q2 2026, its #36 holding.
Solutions 4 Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.