Transamerica Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Transamerica Financial 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 Q2	$181K	Buy	745 +552	+286%	+$128K	0.02%	446
2026 Q1	$41.9K	Buy	+193	New	+$43.1K	﹤0.01%	672
2023 Q4	–	Sell	-84	Closed	-$14K	–	656
2023 Q3	$14K	Buy	+84	New	+$14K	﹤0.01%	317
2022 Q3	–	Sell	-6	Closed	-$1K	–	683
2022 Q2	$1K	Buy	+6	New	+$984	﹤0.01%	628
2019 Q3	–	Sell	-20	Closed	-$3K	–	499
2019 Q2	$3K	Buy	+20	New	+$2.6K	﹤0.01%	367
2019 Q1	–	Sell	-21	Closed	-$3K	–	435
2018 Q4	$3K	Buy	+21	New	+$2.66K	﹤0.01%	340
2018 Q1	–	Sell	-32	Closed	-$5K	–	475
2017 Q4	$5K	Buy	+32	New	+$4.16K	﹤0.01%	287
2015 Q3	–	Sell	-28,334	Closed	-$3.06M	–	920
2015 Q2	$3.06M	Buy	28,334 +27,971	+7,706%	+$3.07M	0.22%	94
2015 Q1	$40K	Buy	+363	New	+$38.5K	﹤0.01%	459

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

Transamerica Financial Advisors's VBR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 286% in Q2 2026, buying an estimated $128K and bringing the position to 745 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #446.

Transamerica Financial Advisors first reported a position in VBR in Q1 2015 and has held it in 9 quarters since. The position peaked at $3.06M in Q2 2015. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Transamerica Financial Advisors held 745 shares of Vanguard Morningstar Small-Cap Value ETF worth $181K as of Q2 2026.
Transamerica Financial Advisors bought 552 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $128K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #446 holding.
Transamerica Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2015 and has held it in 9 quarters since.
Transamerica Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.06M in Q2 2015.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.