Vestia Personal Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Vestia Personal 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 Q1	$324K	Buy	1,490 +4	+0.3%	+$894	0.15%	78
2025 Q4	$337K	Buy	1,486 +11	+0.7%	+$2.3K	0.17%	71
2025 Q3	$308K	Buy	1,475 +6	+0.4%	+$1.23K	0.18%	76
2025 Q2	$287K	Sell	1,469 -56	-4%	-$10.4K	0.2%	74
2025 Q1	$284K	Buy	1,525 +66	+5%	+$13K	0.22%	66
2024 Q4	$289K	Buy	1,459 +43	+3%	+$8.83K	0.24%	65
2024 Q3	$284K	Sell	1,416 -1	-0.1%	-$192	0.27%	60
2024 Q2	$259K	Buy	+1,417	New	+$262K	0.28%	59

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vestia Personal Wealth Advisors's VBR Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.27% in Q1 2026, buying an estimated $894 and bringing the position to 1,490 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #78.

Vestia Personal Wealth Advisors first reported a position in VBR in Q2 2024 and has held it in 8 quarters since. The position peaked at $337K in Q4 2025. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Vestia Personal Wealth Advisors held 1,490 shares of Vanguard Morningstar Small-Cap Value ETF worth $324K as of Q1 2026.
Vestia Personal Wealth Advisors bought 4 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $894.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #78 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $337K in Q4 2025.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.