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Total Clarity Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Total Clarity 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 		$4.44M Sell
18,257
-12,521
-41% -$2.91M 0.86% 27
2026
Q1 		$6.69M Sell
30,778
-9,652
-24% -$2.16M 1.57% 7
2025
Q4 		$8.56M Buy
40,430
+3,686
+10% +$772K 2.07% 4
2025
Q3 		$7.67M Sell
36,744
-4,507
-11% -$922K 2.04% 4
2025
Q2 		$8.04M Buy
41,251
+23,750
+136% +$4.4M 2.3% 3
2025
Q1 		$3.47M Hold
17,501
– – 1.13% 18
2024
Q4 		$3.47M Buy
17,501
+7,908
+82% +$1.62M 1.13% 18
2024
Q3 		$1.93M Sell
9,593
-3,467
-27% -$666K 0.62% 44
2024
Q2 		$2.38M Buy
13,060
+8,988
+221% +$1.66M 0.83% 36
2024
Q1 		$781K Sell
4,072
-7,085
-64% -$1.28M 0.27% 102
2023
Q4 		$2.01M Buy
11,157
+8,839
+381% +$1.44M 0.82% 32
2023
Q3 		$370K Buy
2,318
+62
+3% +$10.4K 0.18% 140
2023
Q2 		$373K Sell
2,256
-466
-17% -$73.4K 0.19% 134
2023
Q1 		$432K Sell
2,722
-145
-5% -$24K 0.23% 98
2022
Q4 		$455K Buy
2,867
+28
+1% +$4.46K 0.23% 107
2022
Q3 		$407K Buy
2,839
+4
+0.1% +$635 0.25% 115
2022
Q2 		$425K Buy
2,835
+351
+14% +$57.6K 0.22% 110
2022
Q1 		$437K Buy
+2,484
New +$432K 0.24% 113

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

Total Clarity Wealth Management's VBR Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 41% in Q2 2026, selling an estimated $2.91M and leaving 18,257 shares worth $4.44M. The position accounts for 0.86% of the portfolio, ranked #27.

Total Clarity Wealth Management first reported a position in VBR in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.56M in Q4 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Total Clarity Wealth Management held 18,257 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.44M as of Q2 2026.
  • Total Clarity Wealth Management sold 12,521 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.91M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.86% of Total Clarity Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Total Clarity Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Total Clarity Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $8.56M in Q4 2025.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.