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Vision Retirement’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Vision Retirement’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 		$6.32K Hold
26
– – ﹤0.01% 491
2026
Q1 		$5.65K Buy
+26
New +$5.81K ﹤0.01% 473

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Vision Retirement's VBR Position: Q2 2026 in Review

Vision Retirement held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 26 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Vision Retirement first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Vision Retirement held 26 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.32K as of Q2 2026.
  • Vision Retirement left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #491 holding.
  • Vision Retirement first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.