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Walkner Condon Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Walkner Condon Financial 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 		$2.12M Buy
8,737
+7
+0.1% +$1.63K 0.24% 78
2026
Q1 		$1.9M Sell
8,730
-442
-5% -$98.8K 0.25% 79
2025
Q4 		$1.94M Sell
9,172
-118
-1% -$24.7K 0.27% 76
2025
Q3 		$1.94M Sell
9,290
-263
-3% -$53.8K 0.31% 69
2025
Q2 		$1.86M Sell
9,553
-2,700
-22% -$500K 0.34% 69
2025
Q1 		$2.28M Sell
12,253
-175
-1% -$34.6K 0.46% 55
2024
Q4 		$2.46M Sell
12,428
-750
-6% -$154K 0.5% 54
2024
Q3 		$2.65M Sell
13,178
-450
-3% -$86.5K 0.54% 47
2024
Q2 		$2.49M Sell
13,628
-180
-1% -$33.3K 0.54% 48
2024
Q1 		$2.65M Sell
13,808
-363
-3% -$65.5K 0.56% 48
2023
Q4 		$2.55M Sell
14,171
-271
-2% -$44.2K 0.58% 46
2023
Q3 		$2.3M Buy
14,442
+290
+2% +$48.5K 0.61% 43
2023
Q2 		$2.34M Sell
14,152
-473
-3% -$74.5K 0.62% 39
2023
Q1 		$2.32M Buy
14,625
+1,472
+11% +$244K 0.65% 38
2022
Q4 		$2.09M Buy
13,153
+4,280
+48% +$681K 0.62% 38
2022
Q3 		$1.27M Buy
8,873
+6,277
+242% +$997K 0.41% 59
2022
Q2 		$389K Buy
+2,596
New +$426K 0.12% 146

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 22.9% 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

Walkner Condon Financial Advisors's VBR Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.08% in Q2 2026, buying an estimated $1.63K and bringing the position to 8,737 shares worth $2.12M. The position accounts for 0.24% of the portfolio, ranked #78.

Walkner Condon Financial Advisors first reported a position in VBR in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.65M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Walkner Condon Financial Advisors held 8,737 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.12M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 7 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.24% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.65M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.