Wilson & Boucher Capital Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Wilson & Boucher Capital 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	$491K	Hold	2,021	–	–	0.29%	76
2026 Q1	$439K	Hold	2,021	–	–	0.29%	78
2025 Q4	$428K	Buy	2,021 +100	+5%	+$20.9K	0.28%	78
2025 Q3	$401K	Hold	1,921	–	–	0.26%	81
2025 Q2	$375K	Hold	1,921	–	–	0.26%	85
2025 Q1	$358K	Hold	1,921	–	–	0.27%	86
2024 Q4	$381K	Hold	1,921	–	–	0.27%	85
2024 Q3	$386K	Hold	1,921	–	–	0.27%	85
2024 Q2	$351K	Hold	1,921	–	–	0.27%	83
2024 Q1	$369K	Buy	+1,921	New	+$347K	0.29%	84

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

Wilson & Boucher Capital Management's VBR Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,021 shares worth $491K. The position accounts for 0.29% of the portfolio, ranked #76.

Wilson & Boucher Capital Management first reported a position in VBR in Q1 2024 and has held it in 10 quarters since. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Wilson & Boucher Capital Management held 2,021 shares of Vanguard Morningstar Small-Cap Value ETF worth $491K as of Q2 2026.
Wilson & Boucher Capital Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.29% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #76 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.