Spurstone Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Spurstone Advisory Services’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 Q3	$697	Sell	3 -2	-40%	-$488	0.01%	70
2026 Q2	$1.21K	Buy	5 +4	+400%	+$930	0.02%	65
2026 Q1	$217	Sell	1 -2	-67%	-$447	﹤0.01%	72
2025 Q4	$635	Hold	3	–	–	0.01%	76
2025 Q3	$626	Hold	3	–	–	0.01%	95
2025 Q2	$585	Hold	3	–	–	0.01%	118
2025 Q1	$558	Hold	3	–	–	0.01%	82
2024 Q4	$594	Buy	+3	New	+$616	0.01%	66

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spurstone Advisory Services's VBR Position: Q3 2026 in Review

Spurstone Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 40% in Q3 2026, selling an estimated $488 and leaving 3 shares worth $697. The position accounts for 0.01% of the portfolio, ranked #70.

Spurstone Advisory Services first reported a position in VBR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Spurstone Advisory Services held 3 shares of Vanguard Morningstar Small-Cap Value ETF worth $697 as of Q3 2026.
Spurstone Advisory Services sold 2 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $488.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #70 holding.
Spurstone Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Spurstone Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.21K in Q2 2026.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.