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 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 $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilson & Boucher Capital Management's VBR Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2026 at 2,021 shares worth $439K. The position accounts for 0.29% of the portfolio, ranked #78.

Wilson & Boucher Capital Management first reported a position in VBR in Q1 2024 and has held it in 9 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Wilson & Boucher Capital Management held 2,021 shares of Vanguard Morningstar Small-Cap Value ETF worth $439K as of Q1 2026.
Wilson & Boucher Capital Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.29% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #78 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.