Trailhead Planners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Trailhead Planners’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	$685K	Buy	+2,821	New	+$656K	0.66%	31

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

Trailhead Planners's VBR Position: Q2 2026 in Review

Trailhead Planners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 2,821 shares worth $685K. The stake represents 0.66% of the portfolio and ranks #31 among its holdings.

1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Trailhead Planners held 2,821 shares of Vanguard Morningstar Small-Cap Value ETF worth $685K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Trailhead Planners position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.66% of Trailhead Planners's portfolio in Q2 2026, its #31 holding.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.