VVP
VBR icon

Venture Visionary Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Venture Visionary 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
Q3 		$206K Buy
+893
New +$218K 0.01% 657
2024
Q2 		– Sell
-1,070
Closed -$205K – 590
2024
Q1 		$205K Sell
1,070
-113
-10% -$20.4K 0.01% 518
2023
Q4 		$213K Buy
+1,183
New +$193K 0.01% 479
2023
Q1 		– Sell
-1,312
Closed -$208K – 511
2022
Q4 		$208K Buy
+1,312
New +$209K 0.02% 445
2022
Q3 		– Sell
-1,282
Closed -$192K – 1493
2022
Q2 		$192K Sell
1,282
-662
-34% -$109K 0.01% 453
2022
Q1 		$342K Sell
1,944
-102
-5% -$17.7K 0.02% 383
2021
Q4 		$365K Hold
2,046
– – 0.02% 374
2021
Q3 		$346K Hold
2,046
– – 0.02% 373
2021
Q2 		$355K Buy
2,046
+94
+5% +$16.3K 0.03% 360
2021
Q1 		$323K Buy
1,952
+83
+4% +$13.1K 0.03% 359
2020
Q4 		$265K Sell
1,869
-48
-3% -$6.19K 0.03% 330
2020
Q3 		$212K Hold
1,917
– – 0.05% 182
2020
Q2 		$204K Sell
1,917
-376
-16% -$37.7K 0.06% 166
2020
Q1 		$203K Sell
2,293
-226
-9% -$27.4K 0.08% 142
2019
Q4 		$345K Buy
+2,519
New +$334K 0.1% 117

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Venture Visionary Partners's VBR Position: Q3 2026 in Review

Venture Visionary Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 893 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in VBR as recently as Q1 2024.

Venture Visionary Partners first reported a position in VBR in Q4 2019 and has held it in 15 quarters since. The position peaked at $365K in Q4 2021. 89 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Venture Visionary Partners held 893 shares of Vanguard Morningstar Small-Cap Value ETF worth $206K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Venture Visionary Partners position in Q3 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #657 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 15 quarters since.
  • Venture Visionary Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $365K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.