World Equity Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

World Equity Group’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	$275K	Buy	1,131 +7	+0.6%	+$1.63K	0.06%	319
2026 Q1	$244K	Sell	1,124 -195	-15%	-$43.6K	0.06%	331
2025 Q4	$279K	Buy	1,319 +168	+15%	+$35.2K	0.08%	276
2025 Q3	$240K	Buy	1,151 +48	+4%	+$9.81K	0.05%	311
2025 Q2	$215K	Buy	+1,103	New	+$204K	0.06%	302
2025 Q1	–	Sell	-1,996	Closed	-$396K	–	377
2024 Q4	$396K	Buy	+1,996	New	+$410K	0.08%	226
2023 Q2	–	Sell	-5,418	Closed	-$266K	–	551
2023 Q1	$266K	Buy	+5,418	New	+$897K	0.04%	401

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

World Equity Group's VBR Position: Q2 2026 in Review

World Equity Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.62% in Q2 2026, buying an estimated $1.63K and bringing the position to 1,131 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #319.

World Equity Group first reported a position in VBR in Q1 2023 and has held it in 7 quarters since. The position peaked at $396K in Q4 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

World Equity Group held 1,131 shares of Vanguard Morningstar Small-Cap Value ETF worth $275K as of Q2 2026.
World Equity Group bought 7 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #319 holding.
World Equity Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
World Equity Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $396K in Q4 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.