Topel & Distasi Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Topel & Distasi Wealth Management’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	–	Sell	-5,505	Closed	-$1.2M	–	59
2026 Q1	$1.2M	Hold	5,505	–	–	0.62%	32
2025 Q4	$1.17M	Hold	5,505	–	–	0.57%	35
2025 Q3	$1.15M	Hold	5,505	–	–	0.57%	35
2025 Q2	$1.07M	Hold	5,505	–	–	0.56%	35
2025 Q1	$1.03M	Sell	5,505 -643	-10%	-$127K	0.48%	42
2024 Q4	$1.22M	Hold	6,148	–	–	0.52%	39
2024 Q3	$1.23M	Hold	6,148	–	–	0.51%	41
2024 Q2	$1.12M	Hold	6,148	–	–	0.49%	41
2024 Q1	$1.18M	Sell	6,148 -52	-0.8%	-$9.38K	0.52%	38
2023 Q4	$1.12M	Sell	6,200 -534	-8%	-$87.2K	0.53%	38
2023 Q3	$1.07M	Hold	6,734	–	–	0.56%	40
2023 Q2	$1.11M	Hold	6,734	–	–	0.56%	40
2023 Q1	$1.07M	Buy	6,734 +825	+14%	+$137K	0.56%	40
2022 Q4	$938K	Hold	5,909	–	–	0.53%	39
2022 Q3	$975K	Hold	5,909	–	–	0.54%	40
2022 Q2	$885K	Buy	5,909 +636	+12%	+$104K	0.51%	42
2022 Q1	$928K	Sell	5,273 -570	-10%	-$99.1K	0.39%	51
2021 Q4	$1.04M	Buy	+5,843	New	+$1.04M	0.43%	46

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

Topel & Distasi Wealth Management's VBR Position: Q2 2026 in Review

Topel & Distasi Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 5,505 shares — an estimated $1.2M sold.

Topel & Distasi Wealth Management first reported a position in VBR in Q4 2021 and held it in 18 quarters. The position peaked at $1.23M in Q3 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Topel & Distasi Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Topel & Distasi Wealth Management sold 5,505 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.2M.
Topel & Distasi Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and held it in 18 quarters.
Topel & Distasi Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.23M in Q3 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.