SGK
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Steigerwald Gordon & Koch’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Steigerwald Gordon & Koch’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 		$178K Buy
733
+1
+0.1% +$233 0.02% 163
2026
Q1 		$159K Hold
732
– – 0.02% 161
2025
Q4 		$155K Sell
732
-24
-3% -$5.03K 0.01% 169
2025
Q3 		$158K Buy
+756
New +$155K 0.02% 163

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

Steigerwald Gordon & Koch's VBR Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.14% in Q2 2026, buying an estimated $233 and bringing the position to 733 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #163.

Steigerwald Gordon & Koch first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Steigerwald Gordon & Koch held 733 shares of Vanguard Morningstar Small-Cap Value ETF worth $178K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #163 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.