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

Westfuller 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	$23.6K	Hold	97	–	–	0.01%	375
2026 Q1	$21K	Sell	97 -42	-30%	-$9.39K	0.01%	347
2025 Q4	$29.5K	Buy	139 +1	+0.7%	+$209	0.01%	337
2025 Q3	$28.9K	Buy	+138	New	+$28.2K	0.01%	332
2025 Q1	–	Sell	-2,884	Closed	-$572K	–	104
2024 Q4	$572K	Buy	+2,884	New	+$592K	0.36%	55

Other funds holding VBR

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Westfuller Advisors's VBR Position: Q2 2026 in Review

Westfuller Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 97 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #375.

Westfuller Advisors first reported a position in VBR in Q4 2024 and has held it in 5 quarters since. The position peaked at $572K in Q4 2024. 934 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Westfuller Advisors held 97 shares of Vanguard Morningstar Small-Cap Value ETF worth $23.6K as of Q2 2026.
Westfuller Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #375 holding.
Westfuller Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
Westfuller Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $572K in Q4 2024.
934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.