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

Wealthspan 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 		$2.19M Buy
9,007
+8
+0.1% +$1.86K 0.69% 31
2026
Q1 		$1.96M Sell
8,999
-2
-0% -$447 0.69% 33
2025
Q4 		$1.91M Sell
9,001
-202
-2% -$42.3K 0.69% 34
2025
Q3 		$1.92M Sell
9,203
-9
-0.1% -$1.84K 0.73% 30
2025
Q2 		$1.8M Sell
9,212
-196
-2% -$36.3K 0.74% 30
2025
Q1 		$1.75M Sell
9,408
-220
-2% -$43.5K 0.81% 29
2024
Q4 		$1.91M Sell
9,628
-348
-3% -$71.4K 0.91% 27
2024
Q3 		$2M Buy
9,976
+17
+0.2% +$3.27K 0.99% 24
2024
Q2 		$1.82M Sell
9,959
-62
-0.6% -$11.5K 1% 23
2024
Q1 		$1.92M Buy
10,021
+335
+3% +$60.5K 1.13% 20
2023
Q4 		$1.74M Buy
9,686
+498
+5% +$81.3K 1.22% 19
2023
Q3 		$1.47M Buy
9,188
+818
+10% +$137K 1.16% 19
2023
Q2 		$1.38M Buy
8,370
+301
+4% +$47.4K 1.09% 19
2023
Q1 		$1.28M Buy
8,069
+731
+10% +$121K 1.09% 19
2022
Q4 		$1.17M Buy
7,338
+393
+6% +$62.6K 1.06% 17
2022
Q3 		$996K Buy
6,945
+97
+1% +$15.4K 1.03% 17
2022
Q2 		$1.03M Buy
6,848
+467
+7% +$76.6K 1.06% 18
2022
Q1 		$1.12M Buy
6,381
+104
+2% +$18.1K 1.02% 17
2021
Q4 		$1.12M Buy
+6,277
New +$1.12M 0.99% 20

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

Wealthspan Partners's VBR Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.09% in Q2 2026, buying an estimated $1.86K and bringing the position to 9,007 shares worth $2.19M. The position accounts for 0.69% of the portfolio, ranked #31.

Wealthspan Partners first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Wealthspan Partners held 9,007 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.19M as of Q2 2026.
  • Wealthspan Partners bought 8 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.86K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.69% of Wealthspan Partners's portfolio in Q2 2026, its #31 holding.
  • Wealthspan Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.