Team Hewins’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Team Hewins’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	$384K	Buy	1,582 +192	+14%	+$44.7K	0.11%	31
2026 Q1	$302K	Sell	1,390 -190	-12%	-$42.5K	0.09%	32
2025 Q4	$335K	Hold	1,580	–	–	0.11%	30
2025 Q3	$331K	Hold	1,580	–	–	0.11%	28
2025 Q2	$310K	Hold	1,580	–	–	0.11%	26
2025 Q1	$294K	Sell	1,580 -655	-29%	-$129K	0.11%	25
2024 Q4	$443K	Buy	2,235 +336	+18%	+$69K	0.17%	20
2024 Q3	$381K	Hold	1,899	–	–	0.15%	23
2024 Q2	$349K	Hold	1,899	–	–	0.14%	20
2024 Q1	$364K	Sell	1,899 -372	-16%	-$67.1K	0.15%	18
2023 Q4	$409K	Buy	+2,271	New	+$371K	0.18%	18
2023 Q3	–	Sell	-2,271	Closed	-$376K	–	45
2023 Q2	$376K	Hold	2,271	–	–	0.18%	18
2023 Q1	$361K	Hold	2,271	–	–	0.19%	17
2022 Q4	$361K	Buy	+2,271	New	+$362K	0.2%	18

Other funds holding VBR

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Team Hewins's VBR Position: Q2 2026 in Review

Team Hewins increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 14% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,582 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #31.

Team Hewins first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $443K in Q4 2024. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Team Hewins held 1,582 shares of Vanguard Morningstar Small-Cap Value ETF worth $384K as of Q2 2026.
Team Hewins bought 192 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $44.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Team Hewins's portfolio in Q2 2026, its #31 holding.
Team Hewins first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Team Hewins's Vanguard Morningstar Small-Cap Value ETF position peaked at $443K in Q4 2024.
937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.