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

Visionary 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
Q2 		$1.21M Sell
4,989
-13
-0.3% -$3.02K 0.05% 282
2026
Q1 		$1.09M Buy
5,002
+119
+2% +$26.6K 0.05% 266
2025
Q4 		$1.03M Sell
4,883
-182
-4% -$38.1K 0.05% 269
2025
Q3 		$1.06M Sell
5,065
-56
-1% -$11.4K 0.05% 263
2025
Q2 		$999K Buy
5,121
+1,443
+39% +$267K 0.05% 273
2025
Q1 		$685K Buy
3,678
+2
+0.1% +$395 0.04% 300
2024
Q4 		$729K Sell
3,676
-76
-2% -$15.6K 0.04% 300
2024
Q3 		$753K Sell
3,752
-7
-0.2% -$1.35K 0.05% 289
2024
Q2 		$686K Sell
3,759
-209
-5% -$38.6K 0.04% 284
2024
Q1 		$761K Sell
3,968
-152
-4% -$27.4K 0.05% 267
2023
Q4 		$741K Sell
4,120
-27,003
-87% -$4.41M 0.05% 260
2023
Q3 		$4.96M Sell
31,123
-5,163
-14% -$863K 0.4% 73
2023
Q2 		$6M Sell
36,286
-4,295
-11% -$676K 0.48% 58
2023
Q1 		$6.44M Sell
40,581
-7,072
-15% -$1.17M 0.55% 48
2022
Q4 		$7.57M Buy
47,653
+44,884
+1,621% +$7.15M 0.7% 42
2022
Q3 		$397K Sell
2,769
-103
-4% -$16.4K 0.04% 254
2022
Q2 		$430K Sell
2,872
-151
-5% -$24.8K 0.04% 261
2022
Q1 		$532K Sell
3,023
-8,094
-73% -$1.41M 0.04% 244
2021
Q4 		$1.99M Buy
11,117
+443
+4% +$78.8K 0.16% 124
2021
Q3 		$1.81M Sell
10,674
-661
-6% -$113K 0.19% 107
2021
Q2 		$1.97M Sell
11,335
-38,016
-77% -$6.59M 0.2% 105
2021
Q1 		$8.17M Buy
49,351
+4,402
+10% +$693K 0.86% 30
2020
Q4 		$6.39M Buy
+44,949
New +$5.8M 0.72% 37
2020
Q1 		– Sell
-3,026
Closed -$415K – 227
2019
Q4 		$415K Buy
+3,026
New +$401K 0.07% 140

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Visionary Wealth Advisors's VBR Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.26% in Q2 2026, selling an estimated $3.02K and leaving 4,989 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #282.

Visionary Wealth Advisors first reported a position in VBR in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.17M in Q1 2021. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Visionary Wealth Advisors held 4,989 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.21M as of Q2 2026.
  • Visionary Wealth Advisors sold 13 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.02K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $8.17M in Q1 2021.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.