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

Wealthfront Advisers’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 		$8.23M Buy
33,857
+654
+2% +$152K 0.02% 337
2026
Q1 		$7.21M Buy
33,203
+2,227
+7% +$498K 0.02% 336
2025
Q4 		$6.56M Sell
30,976
-650
-2% -$136K 0.01% 335
2025
Q3 		$6.6M Sell
31,626
-2,524
-7% -$516K 0.02% 335
2025
Q2 		$6.66M Buy
34,150
+2,897
+9% +$536K 0.02% 310
2025
Q1 		$5.82M Buy
31,253
+2,222
+8% +$439K 0.02% 324
2024
Q4 		$5.75M Buy
29,031
+716
+3% +$147K 0.02% 296
2024
Q3 		$5.69M Buy
28,315
+5,448
+24% +$1.05M 0.02% 275
2024
Q2 		$4.17M Buy
22,867
+34
+0.1% +$6.28K 0.01% 316
2024
Q1 		$4.38M Buy
22,833
+3,078
+16% +$555K 0.02% 301
2023
Q4 		$3.56M Buy
19,755
+3,186
+19% +$520K 0.01% 321
2023
Q3 		$2.64M Buy
16,569
+595
+4% +$99.5K 0.01% 375
2023
Q2 		$2.64M Buy
15,974
+2,665
+20% +$420K 0.01% 362
2023
Q1 		$2.11M Buy
13,309
+3,461
+35% +$573K 0.01% 402
2022
Q4 		$1.56M Buy
9,848
+2,833
+40% +$451K 0.01% 454
2022
Q3 		$1.01M Buy
7,015
+254
+4% +$40.3K 0.01% 483
2022
Q2 		$1.01M Buy
6,761
+305
+5% +$50K 0.01% 486
2022
Q1 		$1.14M Buy
6,456
+3,698
+134% +$643K 0.01% 504
2021
Q4 		$493K Buy
2,758
+1,044
+61% +$186K ﹤0.01% 599
2021
Q3 		$290K Buy
+1,714
New +$293K ﹤0.01% 625
2019
Q1 		– Sell
-2,082
Closed -$237K – 490
2018
Q4 		$237K Buy
+2,082
New +$263K ﹤0.01% 420

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealthfront Advisers's VBR Position: Q2 2026 in Review

Wealthfront Advisers increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, buying an estimated $152K and bringing the position to 33,857 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #337.

Wealthfront Advisers first reported a position in VBR in Q4 2018 and has held it in 21 quarters since. 1,466 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Wealthfront Advisers held 33,857 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.23M as of Q2 2026.
  • Wealthfront Advisers bought 654 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #337 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 21 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.