Tower Bridge Advisors
VBR icon

Tower Bridge Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tower Bridge 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
Q3 		$289K Hold
1,250
– – 0.03% 197
2026
Q2 		$304K Hold
1,250
– – 0.03% 197
2026
Q1 		$272K Buy
+1,250
New +$279K 0.03% 200

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Allworth Financial
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PNC Financial Services Group
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Choreo LLC
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HighTower Advisors
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Tower Bridge Advisors's VBR Position: Q3 2026 in Review

Tower Bridge Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 1,250 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #197.

Tower Bridge Advisors first reported a position in VBR in Q1 2026 and has held it in 3 quarters since. The position peaked at $304K in Q2 2026. 1,286 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Tower Bridge Advisors held 1,250 shares of Vanguard Morningstar Small-Cap Value ETF worth $289K as of Q3 2026.
  • Tower Bridge Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Tower Bridge Advisors's portfolio in Q3 2026, its #197 holding.
  • Tower Bridge Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Tower Bridge Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $304K in Q2 2026.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Tower Bridge Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.