Truvestments Capital’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Truvestments Capital’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	–	Sell	-90	Closed	-$19.6K	–	1292
2026 Q1	$19.6K	Buy	+90	New	+$20.1K	﹤0.01%	645
2022 Q4	–	Sell	-45	Closed	-$6K	–	963
2022 Q3	$6K	Hold	45	–	–	﹤0.01%	458
2022 Q2	$7K	Buy	+45	New	+$7.38K	﹤0.01%	454
2022 Q1	–	Sell	-45	Closed	-$8K	–	527
2021 Q4	$8K	Buy	+45	New	+$8K	﹤0.01%	428
2019 Q2	–	Sell	-504	Closed	-$65K	–	787
2019 Q1	$65K	Buy	+504	New	+$64.1K	0.05%	218
2018 Q3	$277K	Sell	1,987 -71	-3%	-$9.96K	0.13%	147
2018 Q2	$280K	Buy	+2,058	New	+$276K	0.18%	137

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 22.9% 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

Truvestments Capital's VBR Position: Q2 2026 in Review

Truvestments Capital sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 90 shares — an estimated $19.6K sold.

Truvestments Capital first reported a position in VBR in Q2 2018 and held it in 7 quarters. The position peaked at $280K in Q2 2018. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Truvestments Capital reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 90 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $19.6K.
Truvestments Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2018 and held it in 7 quarters.
Truvestments Capital's Vanguard Morningstar Small-Cap Value ETF position peaked at $280K in Q2 2018.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.