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

South Shore 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	$481K	Hold	1,979	–	–	0.32%	69
2026 Q1	$430K	Sell	1,979 -30	-1%	-$6.71K	0.31%	72
2025 Q4	$425K	Buy	+2,009	New	+$421K	0.31%	72
2022 Q3	$368K	Hold	2,568	–	–	0.86%	42
2022 Q2	$385K	Buy	2,568 +27	+1%	+$4.43K	0.8%	39
2022 Q1	$447K	Sell	2,541 -31	-1%	-$5.39K	0.73%	44
2021 Q4	$460K	Buy	2,572 +180	+8%	+$32K	0.75%	46
2021 Q3	$405K	Buy	2,392 +43	+2%	+$7.36K	0.73%	50
2021 Q2	$408K	Hold	2,349	–	–	0.72%	51
2021 Q1	$389K	Buy	2,349 +13	+0.6%	+$2.05K	0.39%	72
2020 Q4	$332K	Buy	+2,336	New	+$301K	0.33%	82

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 22.9% 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

South Shore Capital Advisors's VBR Position: Q2 2026 in Review

South Shore Capital Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,979 shares worth $481K. The position accounts for 0.32% of the portfolio, ranked #69.

South Shore Capital Advisors first reported a position in VBR in Q4 2020 and has held it in 11 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

South Shore Capital Advisors held 1,979 shares of Vanguard Morningstar Small-Cap Value ETF worth $481K as of Q2 2026.
South Shore Capital Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.32% of South Shore Capital Advisors's portfolio in Q2 2026, its #69 holding.
South Shore Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 11 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.