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

Stone Summit 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 		$4.86M Sell
20,019
-287
-1% -$66.8K 1.23% 26
2026
Q1 		$4.41M Sell
20,306
-3,012
-13% -$673K 1.23% 24
2025
Q4 		$4.94M Sell
23,318
-430
-2% -$90K 1.34% 22
2025
Q3 		$4.96M Sell
23,748
-1,719
-7% -$351K 1.41% 18
2025
Q2 		$4.97M Sell
25,467
-3,305
-11% -$612K 1.54% 15
2025
Q1 		$5.36M Sell
28,772
-1,075
-4% -$212K 1.82% 12
2024
Q4 		$5.92M Sell
29,847
-3,206
-10% -$658K 1.99% 9
2024
Q3 		$6.64M Sell
33,053
-218
-0.7% -$41.9K 2.14% 8
2024
Q2 		$6.07M Buy
33,271
+64
+0.2% +$11.8K 2.18% 8
2024
Q1 		$6.37M Buy
33,207
+2,843
+9% +$513K 2.21% 8
2023
Q4 		$5.46M Buy
30,364
+1,247
+4% +$204K 2.1% 8
2023
Q3 		$4.64M Buy
29,117
+2,306
+9% +$386K 1.99% 8
2023
Q2 		$4.43M Buy
26,811
+1,410
+6% +$222K 1.84% 9
2023
Q1 		$4.03M Buy
25,401
+2,234
+10% +$370K 1.79% 9
2022
Q4 		$3.68M Buy
23,167
+5,265
+29% +$838K 1.8% 11
2022
Q3 		$2.57M Buy
17,902
+3,489
+24% +$554K 1.58% 16
2022
Q2 		$2.16M Buy
14,413
+6,112
+74% +$1M 1.29% 23
2022
Q1 		$1.47M Buy
8,301
+1,400
+20% +$243K 0.82% 38
2021
Q4 		$1.23M Buy
+6,901
New +$1.23M 1% 38

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

Stone Summit Wealth's VBR Position: Q2 2026 in Review

Stone Summit Wealth reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.4% in Q2 2026, selling an estimated $66.8K and leaving 20,019 shares worth $4.86M. The position accounts for 1.23% of the portfolio, ranked #26.

Stone Summit Wealth first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.64M in Q3 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Stone Summit Wealth held 20,019 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.86M as of Q2 2026.
  • Stone Summit Wealth sold 287 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $66.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.23% of Stone Summit Wealth's portfolio in Q2 2026, its #26 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.64M in Q3 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.