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United Financial Planning Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

United Financial Planning 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
Q2 		$95.5K Sell
393
-816
-67% -$190K 0.05% 77
2026
Q1 		$263K Buy
1,209
+1,155
+2,139% +$258K 0.16% 44
2025
Q4 		$11.5K Sell
54
-43
-44% -$9K 0.01% 186
2025
Q3 		$25K Buy
+97
New +$19.8K 0.02% 113

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Financial Planning Group's VBR Position: Q2 2026 in Review

United Financial Planning Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 67% in Q2 2026, selling an estimated $190K and leaving 393 shares worth $95.5K. The position accounts for 0.05% of the portfolio, ranked #77.

United Financial Planning Group first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • United Financial Planning Group held 393 shares of Vanguard Morningstar Small-Cap Value ETF worth $95.5K as of Q2 2026.
  • United Financial Planning Group sold 816 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $190K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of United Financial Planning Group's portfolio in Q2 2026, its #77 holding.
  • United Financial Planning Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $263K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.