Tranquility Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tranquility Partners’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	$1.91M	Sell	8,274 -322	-4%	-$78.6K	0.66%	38
2026 Q2	$2.09M	Sell	8,596 -103	-1%	-$24K	0.72%	36
2026 Q1	$1.89M	Buy	8,699 +428	+5%	+$95.7K	0.71%	36
2025 Q4	$1.75M	Sell	8,271 -230	-3%	-$48.2K	0.63%	38
2025 Q3	$1.77M	Sell	8,501 -1,533	-15%	-$313K	0.6%	39
2025 Q2	$1.96M	Buy	10,034 +47	+0.5%	+$8.7K	0.7%	35
2025 Q1	$1.86M	Buy	9,987 +165	+2%	+$32.6K	0.72%	34
2024 Q4	$1.96M	Sell	9,822 -80	-0.8%	-$16.4K	0.74%	34
2024 Q3	$1.99M	Sell	9,902 -126	-1%	-$24.2K	0.72%	36
2024 Q2	$1.83M	Buy	10,028 +129	+1%	+$23.8K	0.7%	33
2024 Q1	$1.9M	Buy	9,899 +72	+0.7%	+$13K	0.73%	32
2023 Q4	$1.77M	Sell	9,827 -826	-8%	-$135K	0.74%	34
2023 Q3	$1.7M	Buy	10,653 +1,214	+13%	+$203K	0.73%	33
2023 Q2	$1.56M	Buy	9,439 +274	+3%	+$43.1K	0.67%	39
2023 Q1	$1.46M	Buy	9,165 +177	+2%	+$29.3K	0.69%	39
2022 Q4	$1.43M	Buy	8,988 +1,477	+20%	+$235K	0.73%	36
2022 Q3	$1.08M	Sell	7,511 -208	-3%	-$33K	0.6%	46
2022 Q2	$1.16M	Buy	7,719 +482	+7%	+$79K	0.6%	44
2022 Q1	$1.27M	Buy	7,237 +526	+8%	+$91.4K	0.6%	45
2021 Q4	$1.2M	Buy	6,711 +422	+7%	+$75K	0.56%	50
2021 Q3	$1.06M	Buy	6,289 +188	+3%	+$32.2K	0.54%	52
2021 Q2	$1.06M	Buy	6,101 +1	+0%	+$173	0.6%	51
2021 Q1	$1.01M	Buy	6,100 +11	+0.2%	+$1.73K	0.63%	50
2020 Q4	$866K	Buy	6,089 +3	+0%	+$387	0.61%	59
2020 Q3	$673K	Sell	6,086 -736	-11%	-$82.5K	0.57%	56
2020 Q2	$729K	Buy	6,822 +4,069	+148%	+$408K	0.69%	44
2020 Q1	$244K	Sell	2,753 -1,723	-38%	-$209K	0.28%	103
2019 Q4	$614K	Buy	4,476 +923	+26%	+$122K	0.55%	56
2019 Q3	$458K	Buy	3,553 +564	+19%	+$72.2K	0.49%	62
2019 Q2	$390K	Buy	+2,989	New	+$389K	0.42%	78

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Tranquility Partners's VBR Position: Q3 2026 in Review

Tranquility Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.7% in Q3 2026, selling an estimated $78.6K and leaving 8,274 shares worth $1.91M. The position accounts for 0.66% of the portfolio, ranked #38.

Tranquility Partners first reported a position in VBR in Q2 2019 and has held it in 30 quarters since. The position peaked at $2.09M in Q2 2026. 396 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Tranquility Partners held 8,274 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.91M as of Q3 2026.
Tranquility Partners sold 322 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $78.6K.
Vanguard Morningstar Small-Cap Value ETF made up 0.66% of Tranquility Partners's portfolio in Q3 2026, its #38 holding.
Tranquility Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2019 and has held it in 30 quarters since.
Tranquility Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.09M in Q2 2026.
396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.