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West Paces Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

West Paces Advisors’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 		$72.7K Buy
314
+1
+0.3% +$244 0.01% 250
2026
Q2 		$76.2K Sell
313
-261
-45% -$60.7K 0.01% 236
2026
Q1 		$125K Buy
574
+3
+0.5% +$671 0.02% 167
2025
Q4 		$121K Buy
571
+54
+10% +$11.3K 0.02% 163
2025
Q3 		$108K Sell
517
-149
-22% -$30.5K 0.02% 159
2025
Q2 		$130K Hold
666
– – 0.03% 157
2025
Q1 		$124K Buy
666
+5
+0.8% +$988 0.03% 172
2024
Q4 		$131K Sell
661
-155
-19% -$31.8K 0.03% 176
2024
Q3 		$164K Buy
816
+7
+0.9% +$1.35K 0.04% 158
2024
Q2 		$148K Sell
809
-100
-11% -$18.5K 0.04% 148
2024
Q1 		$174K Buy
909
+4
+0.4% +$722 0.05% 135
2023
Q4 		$163K Sell
905
-362
-29% -$59.1K 0.05% 137
2023
Q3 		$202K Sell
1,267
-236
-16% -$39.5K 0.06% 113
2023
Q2 		$249K Buy
1,503
+1,286
+593% +$202K 0.07% 114
2023
Q1 		$34.5K Hold
217
– – 0.01% 251
2022
Q4 		$34.5K Hold
217
– – 0.01% 246
2022
Q3 		$31.1K Hold
217
– – 0.01% 243
2022
Q2 		$32.5K Hold
217
– – 0.01% 253
2022
Q1 		$38.2K Hold
217
– – 0.01% 253
2021
Q4 		$38.8K Buy
217
+200
+1,176% +$35.6K 0.01% 257
2021
Q3 		$2.88K Buy
+17
New +$2.91K ﹤0.01% 470

Other funds holding VBR

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

West Paces Advisors's VBR Position: Q3 2026 in Review

West Paces Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.32% in Q3 2026, buying an estimated $244 and bringing the position to 314 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #250.

West Paces Advisors first reported a position in VBR in Q3 2021 and has held it in 21 quarters since. The position peaked at $249K in Q2 2023. 283 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • West Paces Advisors held 314 shares of Vanguard Morningstar Small-Cap Value ETF worth $72.7K as of Q3 2026.
  • West Paces Advisors bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q3 2026, an estimated $244.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #250 holding.
  • West Paces Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 21 quarters since.
  • West Paces Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $249K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.