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Winch Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Winch Advisory Services’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 		$4.86K Hold
20
– – ﹤0.01% 401
2026
Q1 		$4.34K Hold
20
– – ﹤0.01% 372
2025
Q4 		$4.24K Hold
20
– – ﹤0.01% 374
2025
Q3 		$4.17K Hold
20
– – ﹤0.01% 375
2025
Q2 		$3.9K Hold
20
– – ﹤0.01% 363
2025
Q1 		$3.73K Hold
20
– – ﹤0.01% 361
2024
Q4 		$3.96K Buy
+20
New +$4.11K ﹤0.01% 388

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winch Advisory Services's VBR Position: Q2 2026 in Review

Winch Advisory Services held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 20 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Winch Advisory Services first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Winch Advisory Services held 20 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.86K as of Q2 2026.
  • Winch Advisory Services left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #401 holding.
  • Winch Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.