William Mack & Associates’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

William Mack & Associates’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	$124K	Buy	+539	New	+$132K	0.04%	146

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

William Mack & Associates's VBR Position: Q3 2026 in Review

William Mack & Associates opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 539 shares worth $124K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

William Mack & Associates held 539 shares of Vanguard Morningstar Small-Cap Value ETF worth $124K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new William Mack & Associates position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #146 holding.
1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.