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

WealthCollab’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	$231K	Buy	952 +130	+16%	+$30.2K	0.08%	84
2026 Q1	$179K	Buy	822 +2	+0.2%	+$447	0.07%	85
2025 Q4	$174K	Hold	820	–	–	0.07%	88
2025 Q3	$171K	Hold	820	–	–	0.08%	78
2025 Q2	$160K	Hold	820	–	–	0.09%	74
2025 Q1	$153K	Hold	820	–	–	0.09%	72
2024 Q4	$163K	Hold	820	–	–	0.1%	70
2024 Q3	$165K	Buy	820 +2	+0.2%	+$384	0.11%	70
2024 Q2	$149K	Hold	818	–	–	0.11%	70
2024 Q1	$157K	Hold	818	–	–	0.12%	64
2023 Q4	$147K	Buy	+818	New	+$134K	0.11%	64

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthCollab's VBR Position: Q2 2026 in Review

WealthCollab increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 16% in Q2 2026, buying an estimated $30.2K and bringing the position to 952 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #84.

WealthCollab first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

WealthCollab held 952 shares of Vanguard Morningstar Small-Cap Value ETF worth $231K as of Q2 2026.
WealthCollab bought 130 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $30.2K.
Vanguard Morningstar Small-Cap Value ETF made up 0.08% of WealthCollab's portfolio in Q2 2026, its #84 holding.
WealthCollab first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.