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

SteelPeak 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 		$443K Buy
1,824
+887
+95% +$206K 0.01% 452
2026
Q1 		$204K Buy
+937
New +$209K 0.01% 531
2025
Q4 		– Sell
-2,494
Closed -$521K – 653
2025
Q3 		$521K Buy
2,494
+24
+1% +$4.91K 0.02% 383
2025
Q2 		$484K Sell
2,470
-261
-10% -$48.3K 0.02% 361
2025
Q1 		$509K Buy
2,731
+93
+4% +$18.4K 0.02% 342
2024
Q4 		$523K Buy
2,638
+739
+39% +$152K 0.02% 333
2024
Q3 		$381K Buy
1,899
+13
+0.7% +$2.5K 0.02% 358
2024
Q2 		$346K Buy
1,886
+42
+2% +$7.76K 0.02% 358
2024
Q1 		$354K Sell
1,844
-146
-7% -$26.3K 0.02% 343
2023
Q4 		$358K Buy
1,990
+146
+8% +$23.8K 0.02% 317
2023
Q3 		$294K Hold
1,844
– – 0.02% 334
2023
Q2 		$305K Buy
+1,844
New +$290K 0.02% 321

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

SteelPeak Wealth's VBR Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 95% in Q2 2026, buying an estimated $206K and bringing the position to 1,824 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #452.

SteelPeak Wealth first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. The position peaked at $523K in Q4 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • SteelPeak Wealth held 1,824 shares of Vanguard Morningstar Small-Cap Value ETF worth $443K as of Q2 2026.
  • SteelPeak Wealth bought 887 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $206K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #452 holding.
  • SteelPeak Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • SteelPeak Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $523K in Q4 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.