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Wealthspire Advisors (New York)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Wealthspire Advisors (New York)’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 		$52.8M Buy
217,250
+11,940
+6% +$2.78M 0.29% 62
2026
Q1 		$44.6M Buy
205,310
+7,311
+4% +$1.63M 0.35% 48
2025
Q4 		$41.9M Sell
197,999
-161,467
-45% -$33.8M 0.33% 51
2025
Q3 		$75M Buy
359,466
+2,360
+0.7% +$483K 0.39% 36
2025
Q2 		$69.6M Buy
357,106
+2,842
+0.8% +$526K 0.39% 37
2025
Q1 		$66M Buy
354,264
+182,424
+106% +$36M 0.39% 37
2024
Q4 		$34.1M Buy
171,840
+18,449
+12% +$3.79M 0.34% 47
2024
Q3 		$30.8M Buy
153,391
+32,415
+27% +$6.23M 0.31% 51
2024
Q2 		$22.1M Buy
120,976
+18,299
+18% +$3.38M 0.28% 46
2024
Q1 		$19.7M Sell
102,677
-420
-0.4% -$75.8K 0.26% 49
2023
Q4 		$18.6M Buy
103,097
+50,736
+97% +$8.28M 0.26% 49
2023
Q3 		$8.35M Sell
52,361
-2,011
-4% -$336K 0.14% 76
2023
Q2 		$8.99M Sell
54,372
-4,532
-8% -$713K 0.15% 71
2023
Q1 		$9.35M Sell
58,904
-11,355
-16% -$1.88M 0.16% 69
2022
Q4 		$11.2M Buy
70,259
+8,271
+13% +$1.32M 0.2% 63
2022
Q3 		$8.89M Buy
61,988
+39,510
+176% +$6.28M 0.19% 69
2022
Q2 		$3.37M Buy
22,478
+521
+2% +$85.4K 0.07% 110
2022
Q1 		$3.86M Buy
21,957
+5,230
+31% +$909K 0.09% 90
2021
Q4 		$2.99M Buy
16,727
+3,085
+23% +$549K 0.07% 110
2021
Q3 		$2.31M Sell
13,642
-1,153
-8% -$197K 0.05% 150
2021
Q2 		$2.57M Sell
14,795
-382
-3% -$66.2K 0.07% 98
2021
Q1 		$2.51M Buy
15,177
+8,568
+130% +$1.35M 0.06% 151
2020
Q4 		$940K Buy
+6,609
New +$853K 0.03% 210
2020
Q2 		– Sell
-4,842
Closed -$430K – 518
2020
Q1 		$430K Buy
+4,842
New +$587K 0.02% 319
2019
Q1 		– Sell
-2
Closed – – 758
2018
Q4 		$0 Buy
+2
New +$253 ﹤0.01% 920

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

Wealthspire Advisors (New York)'s VBR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.8% in Q2 2026, buying an estimated $2.78M and bringing the position to 217,250 shares worth $52.8M. The position accounts for 0.29% of the portfolio, ranked #62.

Wealthspire Advisors (New York) first reported a position in VBR in Q4 2018 and has held it in 25 quarters since. The position peaked at $75M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Wealthspire Advisors (New York) held 217,250 shares of Vanguard Morningstar Small-Cap Value ETF worth $52.8M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 11,940 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.78M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.29% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #62 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $75M in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.