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Wedmont Private Capital’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Wedmont Private Capital’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
Q3 		$4.16M Sell
17,798
-2,408
-12% -$588K 0.1% 121
2026
Q2 		$4.89M Sell
20,206
-916
-4% -$213K 0.13% 93
2026
Q1 		$4.76M Buy
21,122
+3,077
+17% +$688K 0.15% 79
2025
Q4 		$3.93M Buy
18,045
+42
+0.2% +$8.79K 0.14% 90
2025
Q3 		$3.76M Sell
18,003
-165
-0.9% -$33.7K 0.14% 89
2025
Q2 		$3.66M Sell
18,168
-111
-0.6% -$20.5K 0.16% 79
2025
Q1 		$3.13M Buy
18,279
+205
+1% +$40.5K 0.16% 79
2024
Q4 		$3.53M Buy
18,074
+325
+2% +$66.7K 0.19% 65
2024
Q3 		$3.52M Buy
17,749
+1,845
+12% +$355K 0.2% 65
2024
Q2 		$3.01M Buy
15,904
+102
+0.6% +$18.8K 0.19% 71
2024
Q1 		$2.99M Sell
15,802
-99
-0.6% -$17.9K 0.22% 64
2023
Q4 		$2.83M Sell
15,901
-199
-1% -$32.5K 0.23% 63
2023
Q3 		$2.53M Buy
16,100
+2,223
+16% +$372K 0.26% 63
2023
Q2 		$2.34M Buy
13,877
+889
+7% +$140K 0.25% 64
2023
Q1 		$2.03M Sell
12,988
-471
-3% -$78K 0.27% 61
2022
Q4 		$2.19M Buy
13,459
+2,307
+21% +$367K 0.33% 50
2022
Q3 		$1.6M Buy
11,152
+897
+9% +$142K 0.32% 50
2022
Q2 		$1.54M Buy
10,255
+39
+0.4% +$6.4K 0.33% 47
2022
Q1 		$1.8M Buy
10,216
+998
+11% +$174K 0.4% 42
2021
Q4 		$1.67M Buy
+9,218
New +$1.64M 0.51% 37

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Wedmont Private Capital's VBR Position: Q3 2026 in Review

Wedmont Private Capital reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q3 2026, selling an estimated $588K and leaving 17,798 shares worth $4.16M. The position accounts for 0.1% of the portfolio, ranked #121.

Wedmont Private Capital first reported a position in VBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.89M in Q2 2026. 91 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Wedmont Private Capital held 17,798 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.16M as of Q3 2026.
  • Wedmont Private Capital sold 2,408 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $588K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #121 holding.
  • Wedmont Private Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.89M in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.