VWA
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Valued Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Valued Wealth Advisors’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 		$13.5K Buy
56
+8
+17% +$1.86K ﹤0.01% 260
2026
Q1 		$10.4K Hold
48
– – ﹤0.01% 285
2025
Q4 		$10.1K Hold
48
– – ﹤0.01% 221
2025
Q3 		$9.99K Hold
48
– – ﹤0.01% 218
2025
Q2 		$9.34K Hold
48
– – ﹤0.01% 219
2025
Q1 		$8.88K Hold
48
– – 0.01% 244
2024
Q4 		$9.44K Hold
48
– – 0.01% 237
2024
Q3 		$9.57K Hold
48
– – 0.01% 216
2024
Q2 		$8.74K Buy
+48
New +$8.87K 0.01% 214

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 22.9% 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

Valued Wealth Advisors's VBR Position: Q2 2026 in Review

Valued Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 17% in Q2 2026, buying an estimated $1.86K and bringing the position to 56 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Valued Wealth Advisors first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Valued Wealth Advisors held 56 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.5K as of Q2 2026.
  • Valued Wealth Advisors bought 8 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.86K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • Valued Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.