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

StackStone 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 Q3	$724K	Buy	+3,134	New	+$765K	0.07%	201

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

StackStone Wealth's VBR Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 3,134 shares worth $724K. The stake represents 0.07% of the portfolio and ranks #201 among its holdings.

792 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

StackStone Wealth held 3,134 shares of Vanguard Morningstar Small-Cap Value ETF worth $724K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new StackStone Wealth position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of StackStone Wealth's portfolio in Q3 2026, its #201 holding.
792 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.