Westside Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Westside Investment 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	$23.6K	Hold	97	–	–	﹤0.01%	864
2026 Q1	$21.1K	Hold	97	–	–	﹤0.01%	882
2025 Q4	$20.5K	Hold	97	–	–	﹤0.01%	862
2025 Q3	$20.2K	Hold	97	–	–	﹤0.01%	885
2025 Q2	$18.9K	Hold	97	–	–	﹤0.01%	700
2025 Q1	$18.1K	Buy	97 +88	+978%	+$17.4K	﹤0.01%	588
2024 Q4	$1.78K	Buy	+9	New	+$1.85K	﹤0.01%	909
2024 Q2	–	Sell	-14	Closed	-$2.69K	–	1006
2024 Q1	$2.69K	Hold	14	–	–	﹤0.01%	801
2023 Q4	$2.52K	Buy	+14	New	+$2.29K	﹤0.01%	778
2019 Q2	$24	Buy	+188	New	+$24.4K	﹤0.01%	378

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

Westside Investment Management's VBR Position: Q2 2026 in Review

Westside Investment Management 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 #864.

Westside Investment Management first reported a position in VBR in Q2 2019 and has held it in 10 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Westside Investment Management held 97 shares of Vanguard Morningstar Small-Cap Value ETF worth $23.6K as of Q2 2026.
Westside Investment Management 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 Westside Investment Management's portfolio in Q2 2026, its #864 holding.
Westside Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2019 and has held it in 10 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.