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

Strategic Wealth Partners’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	$228K	Sell	937 -38	-4%	-$8.84K	0.01%	298
2026 Q1	$212K	Sell	975 -103	-10%	-$23K	0.01%	300
2025 Q4	$228K	Buy	1,078 +653	+154%	+$137K	0.02%	298
2025 Q3	$88.7K	Sell	425 -19	-4%	-$3.88K	0.01%	454
2025 Q2	$86.6K	Buy	+444	New	+$82.2K	0.01%	415
2023 Q1	–	Sell	-1,780	Closed	-$283K	–	279
2022 Q4	$283K	Sell	1,780 -543	-23%	-$86.5K	0.05%	215
2022 Q3	$333K	Buy	2,323 +343	+17%	+$54.5K	0.07%	210
2022 Q2	$297K	Buy	+1,980	New	+$325K	0.06%	199
2018 Q4	–	Sell	-172	Closed	-$24K	–	713
2018 Q3	$24K	Hold	172	–	–	0.01%	311
2018 Q2	$23K	Sell	172 -137	-44%	-$18.4K	0.01%	365
2018 Q1	$40K	Buy	309 +45	+17%	+$5.96K	0.02%	263
2017 Q4	$34K	Buy	+264	New	+$34.4K	0.02%	253

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Wealth Partners's VBR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.9% in Q2 2026, selling an estimated $8.84K and leaving 937 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #298.

Strategic Wealth Partners first reported a position in VBR in Q4 2017 and has held it in 12 quarters since. The position peaked at $333K in Q3 2022. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Strategic Wealth Partners held 937 shares of Vanguard Morningstar Small-Cap Value ETF worth $228K as of Q2 2026.
Strategic Wealth Partners sold 38 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $8.84K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #298 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $333K in Q3 2022.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.