Tower View Wealth Management
VBR icon

Tower View Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tower View 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
Q3 		– Sell
-172
Closed -$41.7K – 210
2026
Q2 		$41.7K Buy
172
+1
+0.6% +$233 0.02% 108
2026
Q1 		$37.1K Buy
+171
New +$38.2K 0.02% 103
2024
Q1 		– Sell
-142
Closed -$25K – 202
2023
Q4 		$25K Buy
142
+1
+0.7% +$163 0.02% 98
2023
Q3 		$22K Buy
141
+1
+0.7% +$167 0.02% 96
2023
Q2 		$23K Buy
140
+1
+0.7% +$157 0.02% 96
2023
Q1 		$22K Buy
139
+1
+0.7% +$166 0.01% 97
2022
Q4 		$22K Buy
138
+1
+0.7% +$159 0.02% 101
2022
Q3 		$20K Hold
137
– – 0.02% 100
2022
Q2 		$20K Buy
137
+1
+0.7% +$164 0.01% 99
2022
Q1 		$24K Hold
136
– – 0.01% 119
2021
Q4 		$24K Buy
+136
New +$24.2K 0.01% 122
2020
Q1 		– Sell
-71
Closed -$10K – 138
2019
Q4 		$10K Hold
71
– – 0.01% 114
2019
Q3 		$9K Buy
71
+1
+1% +$128 0.01% 113
2019
Q2 		$9K Sell
70
-1,929
-96% -$251K 0.01% 109
2019
Q1 		$257K Hold
1,999
– – 0.23% 55
2018
Q4 		$228K Buy
1,999
+25
+1% +$3.16K 0.24% 55
2018
Q3 		$275K Hold
1,974
– – 0.24% 63
2018
Q2 		$268K Sell
1,974
-209
-10% -$28K 0.25% 61
2018
Q1 		$283K Sell
2,183
-90
-4% -$11.9K 0.28% 59
2017
Q4 		$302K Buy
+2,273
New +$296K 0.28% 64

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Tower View Wealth Management's VBR Position: Q3 2026 in Review

Tower View Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026, closing a stake of 172 shares — an estimated $41.7K sold.

Tower View Wealth Management first reported a position in VBR in Q4 2017 and held it in 20 quarters. The position peaked at $302K in Q4 2017. 1,203 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Tower View Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Tower View Wealth Management sold 172 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $41.7K.
  • Tower View Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and held it in 20 quarters.
  • Tower View Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $302K in Q4 2017.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.