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Westmount Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Westmount Partners’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 		$249K Buy
1,025
+1
+0.1% +$233 0.05% 231
2026
Q1 		$223K Hold
1,024
– – 0.05% 245
2025
Q4 		$217K Hold
1,024
– – 0.05% 233
2025
Q3 		$215K Buy
+1,024
New +$209K 0.06% 232
2025
Q2 		– Sell
-1,426
Closed -$266K – 255
2025
Q1 		$266K Buy
1,426
+350
+33% +$69.1K 0.08% 200
2024
Q4 		$213K Sell
1,076
-137
-11% -$28.1K 0.06% 201
2024
Q3 		$244K Buy
+1,213
New +$233K 0.07% 194
2024
Q2 		– Sell
-1,550
Closed -$297K – 227
2024
Q1 		$297K Buy
1,550
+229
+17% +$41.3K 0.11% 163
2023
Q4 		$238K Buy
1,321
+3
+0.2% +$490 0.1% 168
2023
Q3 		$210K Buy
1,318
+3
+0.2% +$502 0.09% 176
2023
Q2 		$218K Buy
1,315
+3
+0.2% +$472 0.09% 166
2023
Q1 		$208K Buy
1,312
+3
+0.2% +$497 0.1% 166
2022
Q4 		$208K Buy
+1,309
New +$208K 0.11% 162

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

Westmount Partners's VBR Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.1% in Q2 2026, buying an estimated $233 and bringing the position to 1,025 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #231.

Westmount Partners first reported a position in VBR in Q4 2022 and has held it in 13 quarters since. The position peaked at $297K in Q1 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Westmount Partners held 1,025 shares of Vanguard Morningstar Small-Cap Value ETF worth $249K as of Q2 2026.
  • Westmount Partners bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Westmount Partners's portfolio in Q2 2026, its #231 holding.
  • Westmount Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
  • Westmount Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $297K in Q1 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.