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Tobias Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tobias Financial Advisors’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 		$2.24M Sell
9,216
-130
-1% -$30.2K 0.28% 46
2026
Q1 		$2.03M Sell
9,346
-539
-5% -$120K 0.28% 46
2025
Q4 		$2.09M Sell
9,885
-201
-2% -$42.1K 0.3% 49
2025
Q3 		$2.11M Sell
10,086
-73
-0.7% -$14.9K 0.32% 49
2025
Q2 		$1.98M Sell
10,159
-1,196
-11% -$221K 0.34% 50
2025
Q1 		$2.12M Buy
11,355
+2,052
+22% +$405K 0.41% 38
2024
Q4 		$1.84M Sell
9,303
-81
-0.9% -$16.6K 0.37% 40
2024
Q3 		$1.88M Buy
9,384
+107
+1% +$20.6K 0.38% 39
2024
Q2 		$1.69M Sell
9,277
-591
-6% -$109K 0.37% 40
2024
Q1 		$1.89M Sell
9,868
-31
-0.3% -$5.59K 0.43% 38
2023
Q4 		$1.78M Hold
9,899
– – 0.43% 38
2023
Q3 		$1.58M Sell
9,899
-652
-6% -$109K 0.41% 44
2023
Q2 		$1.75M Buy
10,551
+371
+4% +$58.4K 0.47% 39
2023
Q1 		$1.62M Sell
10,180
-1,197
-11% -$198K 0.47% 40
2022
Q4 		$1.81M Sell
11,377
-455
-4% -$72.4K 0.59% 38
2022
Q3 		$1.7M Sell
11,832
-4,042
-25% -$642K 0.6% 36
2022
Q2 		$2.38M Buy
15,874
+5,865
+59% +$962K 0.8% 31
2022
Q1 		$1.76M Buy
+10,009
New +$1.74M 0.61% 34
2021
Q4 		– Sell
-9,767
Closed -$1.65M – 116
2021
Q3 		$1.65M Sell
9,767
-20
-0.2% -$3.42K 0.62% 33
2021
Q2 		$1.7M Sell
9,787
-955
-9% -$166K 0.67% 34
2021
Q1 		$1.78M Sell
10,742
-452
-4% -$71.2K 0.75% 28
2020
Q4 		$1.59M Sell
11,194
-153
-1% -$19.7K 0.73% 32
2020
Q3 		$1.25M Sell
11,347
-548
-5% -$61.4K 0.69% 32
2020
Q2 		$1.27M Buy
+11,895
New +$1.19M 0.75% 30
2020
Q1 		– Sell
-1,385
Closed -$189K – 281
2019
Q4 		$189K Buy
+1,385
New +$183K 0.12% 54

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

Tobias Financial Advisors's VBR Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.4% in Q2 2026, selling an estimated $30.2K and leaving 9,216 shares worth $2.24M. The position accounts for 0.28% of the portfolio, ranked #46.

Tobias Financial Advisors first reported a position in VBR in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.38M in Q2 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Tobias Financial Advisors held 9,216 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.24M as of Q2 2026.
  • Tobias Financial Advisors sold 130 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $30.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.28% of Tobias Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
  • Tobias Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.38M in Q2 2022.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.