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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
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

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

West Paces Advisors's VBR Position: Q2 2026 in Review

West Paces Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 45% in Q2 2026, selling an estimated $60.7K and leaving 313 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #236.

West Paces Advisors first reported a position in VBR in Q3 2021 and has held it in 20 quarters since. The position peaked at $249K in Q2 2023. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • West Paces Advisors held 313 shares of Vanguard Morningstar Small-Cap Value ETF worth $76.2K as of Q2 2026.
  • West Paces Advisors sold 261 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $60.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #236 holding.
  • West Paces Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • West Paces Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $249K in Q2 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.