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Turning Point Benefit Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-15
Closed -$3.18K – 764
2025
Q4 		$3.18K Sell
15
-244
-94% -$51.1K ﹤0.01% 369
2025
Q3 		$54.3K Buy
+259
New +$53K 0.03% 139

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Turning Point Benefit Group's VBR Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 15 shares — an estimated $3.18K sold.

Turning Point Benefit Group first reported a position in VBR in Q3 2025 and held it in 2 quarters. The position peaked at $54.3K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 15 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $3.18K.
  • Turning Point Benefit Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $54.3K in Q3 2025.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.