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USAdvisors Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

USAdvisors Wealth 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 		$666K Sell
2,742
-3,774
-58% -$878K 0.19% 82
2026
Q1 		$1.38M Sell
6,516
-3,607
-36% -$806K 0.46% 51
2025
Q4 		$2.14M Buy
10,123
+326
+3% +$68.3K 0.71% 37
2025
Q3 		$2.04M Buy
9,797
+763
+8% +$156K 0.7% 37
2025
Q2 		$1.76M Sell
9,034
-407
-4% -$75.3K 0.65% 40
2025
Q1 		$1.76M Buy
9,441
+1,131
+14% +$223K 0.61% 41
2024
Q4 		$1.65M Buy
+8,310
New +$1.71M 0.53% 47

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

USAdvisors Wealth Management's VBR Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 58% in Q2 2026, selling an estimated $878K and leaving 2,742 shares worth $666K. The position accounts for 0.19% of the portfolio, ranked #82.

USAdvisors Wealth Management first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2025. 897 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • USAdvisors Wealth Management held 2,742 shares of Vanguard Morningstar Small-Cap Value ETF worth $666K as of Q2 2026.
  • USAdvisors Wealth Management sold 3,774 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $878K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.19% of USAdvisors Wealth Management's portfolio in Q2 2026, its #82 holding.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • USAdvisors Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.14M in Q4 2025.
  • 897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.