VestGen Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

VestGen 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	$2.06M	Sell	8,494 -6,717	-44%	-$1.56M	0.06%	298
2026 Q1	$3.52M	Buy	+15,211	New	+$3.4M	0.09%	191
2025 Q4	–	Sell	-7,632	Closed	-$1.59M	–	841
2025 Q3	$1.59M	Sell	7,632 -239	-3%	-$48.9K	0.05%	292
2025 Q2	$1.53M	Sell	7,871 -3,351	-30%	-$620K	0.06%	260
2025 Q1	$2.09M	Buy	+11,222	New	+$2.22M	0.1%	191

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

VestGen Advisors's VBR Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 44% in Q2 2026, selling an estimated $1.56M and leaving 8,494 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #298.

VestGen Advisors first reported a position in VBR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q1 2026. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

VestGen Advisors held 8,494 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.06M as of Q2 2026.
VestGen Advisors sold 6,717 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.56M.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of VestGen Advisors's portfolio in Q2 2026, its #298 holding.
VestGen Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.52M in Q1 2026.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.