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 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

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

Whitaker-Myers Wealth Managers's VBR Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.3% in Q2 2026, buying an estimated $1.58M and bringing the position to 114,681 shares worth $27.9M. The position accounts for 4.65% of the portfolio, ranked #7.

Whitaker-Myers Wealth Managers first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Whitaker-Myers Wealth Managers held 114,681 shares of Vanguard Morningstar Small-Cap Value ETF worth $27.9M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 6,809 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.58M.
Vanguard Morningstar Small-Cap Value ETF made up 4.65% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #7 holding.
Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.