Western Reserve Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Western Reserve Capital Management’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	$239K	Buy	+983	New	+$229K	0.18%	47

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Western Reserve Capital Management's VBR Position: Q2 2026 in Review

Western Reserve Capital Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 983 shares worth $239K. The stake represents 0.18% of the portfolio and ranks #47 among its holdings.

1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Western Reserve Capital Management held 983 shares of Vanguard Morningstar Small-Cap Value ETF worth $239K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Western Reserve Capital Management position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.18% of Western Reserve Capital Management's portfolio in Q2 2026, its #47 holding.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.