Yoder Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Yoder Wealth 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	$346K	Buy	1,423 +6	+0.4%	+$1.4K	0.14%	91
2026 Q1	$308K	Hold	1,417	–	–	0.14%	96
2025 Q4	$300K	Hold	1,417	–	–	0.14%	93
2025 Q3	$296K	Hold	1,417	–	–	0.14%	88
2025 Q2	$276K	Hold	1,417	–	–	0.14%	90
2025 Q1	$264K	Hold	1,417	–	–	0.15%	91
2024 Q4	$281K	Sell	1,417 -33	-2%	-$6.77K	0.16%	86
2024 Q3	$291K	Hold	1,450	–	–	0.17%	85
2024 Q2	$265K	Hold	1,450	–	–	0.17%	87
2024 Q1	$278K	Hold	1,450	–	–	0.18%	81
2023 Q4	$261K	Buy	+1,450	New	+$237K	0.18%	78

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

Yoder Wealth Management's VBR Position: Q2 2026 in Review

Yoder Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.42% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,423 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #91.

Yoder Wealth Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Yoder Wealth Management held 1,423 shares of Vanguard Morningstar Small-Cap Value ETF worth $346K as of Q2 2026.
Yoder Wealth Management bought 6 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.4K.
Vanguard Morningstar Small-Cap Value ETF made up 0.14% of Yoder Wealth Management's portfolio in Q2 2026, its #91 holding.
Yoder Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.