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 Q3	$329K	Hold	1,423	–	–	0.12%	96
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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Yoder Wealth Management's VBR Position: Q3 2026 in Review

Yoder Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 1,423 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #96.

Yoder Wealth Management first reported a position in VBR in Q4 2023 and has held it in 12 quarters since. The position peaked at $346K in Q2 2026. 388 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Yoder Wealth Management held 1,423 shares of Vanguard Morningstar Small-Cap Value ETF worth $329K as of Q3 2026.
Yoder Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #96 holding.
Yoder Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Yoder Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $346K in Q2 2026.
388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.