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WealthCare Investment Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

WealthCare Investment 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
Q2 		$1.44M Sell
5,944
-647
-10% -$151K 0.35% 73
2026
Q1 		$1.45M Hold
6,591
– – 0.4% 67
2025
Q4 		$1.41M Sell
6,591
-98
-1% -$20.5K 0.41% 67
2025
Q3 		$1.4M Sell
6,689
-818
-11% -$167K 0.45% 67
2025
Q2 		$1.51M Buy
7,507
+7
+0.1% +$1.3K 0.54% 54
2025
Q1 		$1.27M Sell
7,500
-504
-6% -$99.6K 0.54% 55
2024
Q4 		$1.58M Sell
8,004
-432
-5% -$88.7K 0.69% 41
2024
Q3 		$1.67M Sell
8,436
-592
-7% -$114K 0.73% 38
2024
Q2 		$1.65M Sell
9,028
-1,736
-16% -$321K 0.77% 34
2024
Q1 		$2.07M Sell
10,764
-3,546
-25% -$640K 1% 32
2023
Q4 		$2.55M Sell
14,310
-3,048
-18% -$498K 1.39% 20
2023
Q3 		$2.72M Sell
17,358
-1,775
-9% -$297K 1.66% 15
2023
Q2 		$3.15M Sell
19,133
-527
-3% -$83K 1.89% 11
2023
Q1 		$3.12M Sell
19,660
-532
-3% -$88.1K 1.89% 12
2022
Q4 		$3.21M Sell
20,192
-1,550
-7% -$247K 2.18% 11
2022
Q3 		$3.12M Buy
21,742
+218
+1% +$34.6K 2.58% 7
2022
Q2 		$3.23M Buy
21,524
+919
+4% +$151K 2.76% 6
2022
Q1 		$3.59M Buy
20,605
+7,516
+57% +$1.31M 3.19% 5
2021
Q4 		$2.34M Buy
+13,089
New +$2.33M 2.26% 7

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

WealthCare Investment Partners's VBR Position: Q2 2026 in Review

WealthCare Investment Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.8% in Q2 2026, selling an estimated $151K and leaving 5,944 shares worth $1.44M. The position accounts for 0.35% of the portfolio, ranked #73.

WealthCare Investment Partners first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q1 2022. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • WealthCare Investment Partners held 5,944 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.44M as of Q2 2026.
  • WealthCare Investment Partners sold 647 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.35% of WealthCare Investment Partners's portfolio in Q2 2026, its #73 holding.
  • WealthCare Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • WealthCare Investment Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.59M in Q1 2022.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.