WMWM
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Whitaker-Myers Wealth Managers’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$26.8M Buy
115,980
+1,299
+1% +$317K 4.36% 8
2026
Q2 		$27.9M Buy
114,681
+6,809
+6% +$1.58M 4.65% 7
2026
Q1 		$23.4M Buy
107,872
+4,448
+4% +$994K 4.67% 6
2025
Q4 		$21.9M Buy
103,424
+2,646
+3% +$554K 4.57% 6
2025
Q3 		$21M Buy
100,778
+7,230
+8% +$1.48M 4.59% 7
2025
Q2 		$18.2M Buy
93,548
+8,594
+10% +$1.59M 4.6% 5
2025
Q1 		$15.8M Buy
84,954
+7,486
+10% +$1.48M 4.44% 5
2024
Q4 		$15.4M Buy
77,468
+3,047
+4% +$626K 4.48% 5
2024
Q3 		$14.9M Buy
74,421
+3,498
+5% +$672K 4.97% 5
2024
Q2 		$12.9M Buy
70,923
+8,098
+13% +$1.5M 4.78% 5
2024
Q1 		$12.1M Buy
62,825
+9,086
+17% +$1.64M 5.09% 5
2023
Q4 		$9.67M Buy
53,739
+5,216
+11% +$851K 4.82% 5
2023
Q3 		$7.74M Buy
48,523
+7,196
+17% +$1.2M 4.8% 5
2023
Q2 		$6.84M Buy
41,327
+5,821
+16% +$916K 4.58% 7
2023
Q1 		$5.64M Buy
35,506
+6,888
+24% +$1.14M 4.36% 7
2022
Q4 		$4.54M Buy
+28,618
New +$4.56M 4.36% 5

Other funds holding VBR

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VBR Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.1% in Q3 2026, buying an estimated $317K and bringing the position to 115,980 shares worth $26.8M. The position accounts for 4.36% of the portfolio, ranked #8.

Whitaker-Myers Wealth Managers first reported a position in VBR in Q4 2022 and has held it in 16 quarters since. The position peaked at $27.9M in Q2 2026. 71 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 115,980 shares of Vanguard Morningstar Small-Cap Value ETF worth $26.8M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 1,299 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $317K.
  • Vanguard Morningstar Small-Cap Value ETF made up 4.36% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #8 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Vanguard Morningstar Small-Cap Value ETF position peaked at $27.9M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.