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

Tyche Wealth 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 Q2	$646K	Buy	2,660 +12	+0.5%	+$2.79K	0.09%	161
2026 Q1	$575K	Buy	2,648 +1	+0%	+$224	0.09%	171
2025 Q4	$561K	Sell	2,647 -106	-4%	-$22.2K	0.09%	176
2025 Q3	$575K	Sell	2,753 -1,542	-36%	-$315K	0.1%	152
2025 Q2	$838K	Buy	4,295 +10	+0.2%	+$1.85K	0.17%	95
2025 Q1	$798K	Hold	4,285	–	–	0.17%	90
2024 Q4	$849K	Hold	4,285	–	–	0.18%	94
2024 Q3	$860K	Buy	4,285 +1	+0%	+$192	0.19%	81
2024 Q2	$782K	Hold	4,284	–	–	0.19%	84
2024 Q1	$822K	Sell	4,284 -962	-18%	-$174K	0.2%	88
2023 Q4	$944K	Buy	+5,246	New	+$856K	0.23%	81

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

Tyche Wealth Partners's VBR Position: Q2 2026 in Review

Tyche Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.45% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,660 shares worth $646K. The position accounts for 0.09% of the portfolio, ranked #161.

Tyche Wealth Partners first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $944K in Q4 2023. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Tyche Wealth Partners held 2,660 shares of Vanguard Morningstar Small-Cap Value ETF worth $646K as of Q2 2026.
Tyche Wealth Partners bought 12 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.79K.
Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Tyche Wealth Partners's portfolio in Q2 2026, its #161 holding.
Tyche Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $944K in Q4 2023.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.