Tillman Hartley LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tillman Hartley LLC’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	$230K	Sell	946 -67	-7%	-$15.6K	0.05%	84
2026 Q1	$220K	Sell	1,013 -75	-7%	-$16.8K	0.06%	84
2025 Q4	$230K	Sell	1,088 -1	-0.1%	-$209	0.06%	86
2025 Q3	$227K	Sell	1,089 -2,036	-65%	-$416K	0.06%	85
2025 Q2	$609K	Buy	3,125 +2,036	+187%	+$377K	0.17%	56
2025 Q1	$203K	Sell	1,089 -34	-3%	-$6.72K	0.06%	78
2024 Q4	$223K	Buy	+1,123	New	+$231K	0.06%	76

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

Tillman Hartley LLC's VBR Position: Q2 2026 in Review

Tillman Hartley LLC reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.6% in Q2 2026, selling an estimated $15.6K and leaving 946 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #84.

Tillman Hartley LLC first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $609K in Q2 2025. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Tillman Hartley LLC held 946 shares of Vanguard Morningstar Small-Cap Value ETF worth $230K as of Q2 2026.
Tillman Hartley LLC sold 67 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $15.6K.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Tillman Hartley LLC's portfolio in Q2 2026, its #84 holding.
Tillman Hartley LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Tillman Hartley LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $609K in Q2 2025.
1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Tillman Hartley LLC's 13F filing for Q2 2026, filed 6 Aug 2026.