Tucker Asset Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Tucker Asset 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 Q2	$72.4K	Hold	298	–	–	0.02%	241
2026 Q1	$64.7K	Buy	298 +8	+3%	+$1.79K	0.02%	212
2025 Q4	$61.4K	Buy	290 +236	+437%	+$49.4K	0.02%	268
2025 Q3	$11.3K	Hold	54	–	–	﹤0.01%	252
2025 Q2	$10.5K	Buy	+54	New	+$10K	﹤0.01%	222
2025 Q1	–	Sell	-27	Closed	-$5.35K	–	907
2024 Q4	$5.35K	Sell	27 -2	-7%	-$411	﹤0.01%	964
2024 Q3	$5.82K	Buy	29 +2	+7%	+$384	﹤0.01%	862
2024 Q2	$4.93K	Buy	+27	New	+$4.99K	﹤0.01%	1070
2022 Q3	–	Sell	-3	Closed	-$449	–	906
2022 Q2	$449	Buy	+3	New	+$492	﹤0.01%	591
2021 Q1	–	Sell	-91	Closed	-$12.9K	–	395
2020 Q4	$12.9K	Buy	+91	New	+$11.7K	0.01%	179

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

Tucker Asset Management's VBR Position: Q2 2026 in Review

Tucker Asset Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 298 shares worth $72.4K. The position accounts for 0.02% of the portfolio, ranked #241.

Tucker Asset Management first reported a position in VBR in Q4 2020 and has held it in 10 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Tucker Asset Management held 298 shares of Vanguard Morningstar Small-Cap Value ETF worth $72.4K as of Q2 2026.
Tucker Asset Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #241 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 10 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.