SSW
VBR icon

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
Q3 		$4.43M Sell
19,191
-828
-4% -$202K 1.2% 25
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

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Stone Summit Wealth's VBR Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.1% in Q3 2026, selling an estimated $202K and leaving 19,191 shares worth $4.43M. The position accounts for 1.2% of the portfolio, ranked #25.

Stone Summit Wealth first reported a position in VBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.64M in Q3 2024. 410 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Stone Summit Wealth held 19,191 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.43M as of Q3 2026.
  • Stone Summit Wealth sold 828 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $202K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.2% of Stone Summit Wealth's portfolio in Q3 2026, its #25 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.64M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.