Wealth Analytics Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Wealth Analytics Partners’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 Q3	$26.1K	Buy	+113	New	+$27.6K	0.01%	109

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Analytics Partners's VBR Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 113 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #109 among its holdings.

503 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Wealth Analytics Partners held 113 shares of Vanguard Morningstar Small-Cap Value ETF worth $26.1K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Wealth Analytics Partners position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #109 holding.
503 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.