Vantage Point Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Vantage Point Financial’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	$382K	Buy	1,573 +39	+3%	+$9.07K	0.12%	117
2026 Q1	$333K	Sell	1,534 -220	-13%	-$49.2K	0.12%	118
2025 Q4	$371K	Sell	1,754 -136	-7%	-$28.5K	0.13%	108
2025 Q3	$394K	Buy	1,890 +4	+0.2%	+$818	0.15%	101
2025 Q2	$368K	Buy	1,886 +13	+0.7%	+$2.41K	0.16%	95
2025 Q1	$349K	Hold	1,873	–	–	0.18%	85
2024 Q4	$371K	Buy	+1,873	New	+$384K	0.2%	74

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

Vantage Point Financial's VBR Position: Q2 2026 in Review

Vantage Point Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.5% in Q2 2026, buying an estimated $9.07K and bringing the position to 1,573 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #117.

Vantage Point Financial first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q3 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Vantage Point Financial held 1,573 shares of Vanguard Morningstar Small-Cap Value ETF worth $382K as of Q2 2026.
Vantage Point Financial bought 39 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $9.07K.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Vantage Point Financial's portfolio in Q2 2026, its #117 holding.
Vantage Point Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $394K in Q3 2025.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.