Verus Financial Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.2M | Sell |
132,360
-2,311
| -2% | -$538K | 2.75% | 12 |
|
|
2026
Q1 | $30.7M | Sell |
134,671
-3,149
| -2% | -$704K | 2.76% | 12 |
|
|
2025
Q4 | $30.9M | Sell |
137,820
-6,742
| -5% | -$1.41M | 2.85% | 12 |
|
|
2025
Q3 | $30.2M | Sell |
144,562
-3,853
| -3% | -$788K | 2.9% | 12 |
|
|
2025
Q2 | $29.9M | Sell |
148,415
-144,367
| -49% | -$26.7M | 3.04% | 11 |
|
|
2025
Q1 | $50.7M | Buy |
292,782
+960
| +0.3% | +$190K | 5.79% | 6 |
|
|
2024
Q4 | $57M | Sell |
291,822
-837
| -0.3% | -$172K | 6.4% | 5 |
|
|
2024
Q3 | $58.2M | Sell |
292,659
-159
| -0.1% | -$30.6K | 6.38% | 5 |
|
|
2024
Q2 | $53.4M | Sell |
292,818
-631
| -0.2% | -$117K | 6.21% | 5 |
|
|
2024
Q1 | $56.3M | Buy |
293,449
+2,242
| +0.8% | +$405K | 6.6% | 5 |
|
|
2023
Q4 | $51.9M | Sell |
291,207
-12,855
| -4% | -$2.1M | 6.42% | 5 |
|
|
2023
Q3 | $47.2M | Buy |
304,062
+3,085
| +1% | +$516K | 6.16% | 5 |
|
|
2023
Q2 | $51.9M | Buy |
300,977
+6,568
| +2% | +$1.03M | 6.55% | 5 |
|
|
2023
Q1 | $44.4M | Buy |
294,409
+2,210
| +0.8% | +$366K | 6.05% | 6 |
|
|
2022
Q4 | $50.6M | Sell |
292,199
-1,040
| -0.4% | -$166K | 6.97% | 5 |
|
|
2022
Q3 | $45M | Buy |
293,239
+5,394
| +2% | +$857K | 6.82% | 6 |
|
|
2022
Q2 | $45.5M | Buy |
287,845
+6,150
| +2% | +$1.01M | 6.53% | 6 |
|
|
2022
Q1 | $48.3M | Sell |
281,695
-1,674
| -0.6% | -$291K | 6.85% | 6 |
|
|
2021
Q4 | $50.7M | Buy |
283,369
+1,554
| +0.6% | +$276K | 6.7% | 6 |
|
|
2021
Q3 | $49.8M | Sell |
281,815
-6,220
| -2% | -$1.06M | 7.45% | 5 |
|
|
2021
Q2 | $48.2M | Sell |
288,035
-4,246
| -1% | -$736K | 7.36% | 5 |
|
|
2021
Q1 | $48.9M | Sell |
292,281
-3,035
| -1% | -$478K | 7.74% | 5 |
|
|
2020
Q4 | $42M | Buy |
295,316
+181,461
| +159% | +$23.4M | 7.19% | 5 |
|
|
2020
Q3 | $12.6M | Sell |
113,855
-144,805
| -56% | -$16.2M | 4.59% | 6 |
|
|
2020
Q2 | $27.7M | Buy |
258,660
+122,170
| +90% | +$12.3M | 5.96% | 7 |
|
|
2020
Q1 | $12.1M | Buy |
136,490
+122,233
| +857% | +$14.8M | 3.7% | 7 |
|
|
2019
Q4 | $1.95M | Buy |
+14,257
| New | +$1.89M | 0.59% | 14 |
|
|
2014
Q4 | – | Sell |
-3,469
| Closed | -$346K | – | 46 |
|
|
2014
Q3 | $346K | Hold |
3,469
| – | – | 0.19% | 27 |
|
|
2014
Q2 | $366K | Buy |
3,469
+1
| +0% | +$101 | 0.2% | 26 |
|
|
2014
Q1 | $349K | Buy |
3,468
+112
| +3% | +$10.9K | 0.19% | 31 |
|
|
2013
Q4 | $327K | Buy |
3,356
+185
| +6% | +$17.5K | 0.17% | 30 |
|
|
2013
Q3 | $286K | Sell |
3,171
-7
| -0.2% | -$619 | 0.16% | 29 |
|
|
2013
Q2 | $266K | Buy |
+3,178
| New | +$264K | 0.15% | 29 |
|
Other funds holding VBR
AL
Verus Financial Partners's VBR Position: Q2 2026 in Review
Verus Financial Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.7% in Q2 2026, selling an estimated $538K and leaving 132,360 shares worth $32.2M. The position accounts for 2.75% of the portfolio, ranked #12.
Verus Financial Partners first reported a position in VBR in Q2 2013 and has held it in 33 quarters since. The position peaked at $58.2M in Q3 2024. 1,769 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Verus Financial Partners held 132,360 shares of Vanguard Morningstar Small-Cap Value ETF worth $32.2M as of Q2 2026.
- Verus Financial Partners sold 2,311 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $538K.
- Vanguard Morningstar Small-Cap Value ETF made up 2.75% of Verus Financial Partners's portfolio in Q2 2026, its #12 holding.
- Verus Financial Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 33 quarters since.
- Verus Financial Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $58.2M in Q3 2024.
- 1,769 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.