Ken Fisher's VBR Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,222 shares of Vanguard Morningstar Small-Cap Value ETF (VBR) worth $540,148, representing 0.00% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in VBR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 3,820 shares. Largest reduction occurred in Q3 2024, reducing 3,927 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Vanguard Morningstar Small-Cap Value ETF (VBR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Morningstar Small-Cap Value ETF (VBR) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +559 | Add 33.61% | 2,222 | $243.09 |
| Q1 2026 | -115 | Reduce 6.47% | 1,663 | $217.31 |
| Q4 2025 | -1,051 | Reduce 37.15% | 1,778 | $211.80 |
| Q3 2025 | +338 | Add 13.57% | 2,829 | $208.71 |
| Q2 2025 | +291 | Add 13.23% | 2,491 | $195.03 |
| Q1 2025 | +1,099 | Add 99.82% | 2,200 | $186.30 |
| Q4 2024 | +1,101 | New Buy | 1,101 | $198.26 |
| Q3 2024 | -3,927 | Sold Out | 0 | $0.00 |
| Q2 2024 | +2,399 | Add 157.00% | 3,927 | $182.53 |
| Q1 2024 | -1,176 | Reduce 43.49% | 1,528 | $191.99 |
| Q4 2023 | +2,704 | New Buy | 2,704 | $180.02 |
| Q2 2022 | -2,798 | Sold Out | 0 | $0.00 |
| Q1 2022 | +2,798 | New Buy | 2,798 | $175.84 |
| Q4 2021 | -1,529 | Sold Out | 0 | $0.00 |
| Q3 2021 | +150 | Add 10.88% | 1,529 | $169.39 |
| Q2 2021 | +1,379 | New Buy | 1,379 | $173.31 |
| Q1 2021 | -1,475 | Sold Out | 0 | $0.00 |
| Q4 2020 | -1,023 | Reduce 40.95% | 1,475 | $142.37 |
| Q3 2020 | -1,322 | Reduce 34.61% | 2,498 | $110.49 |
| Q2 2020 | +3,820 | New Buy | 3,820 | $106.81 |
| Q1 2018 | -1,864 | Sold Out | 0 | $0.00 |
| Q4 2017 | +1,864 | New Buy | 1,864 | $133.05 |
Ken Fisher's Vanguard Morningstar Small-Cap Value ETF Investment FAQs
Ken Fisher first purchased Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2017, acquiring 1,864 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Vanguard Morningstar Small-Cap Value ETF (VBR) for 22 quarters since Q4 2017.
Ken Fisher's largest addition to Vanguard Morningstar Small-Cap Value ETF (VBR) was in Q2 2020, adding 3,820 shares worth $408,000.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,222 shares of Vanguard Morningstar Small-Cap Value ETF (VBR), valued at approximately $540,148.
As of the Q2 2026 filing, Vanguard Morningstar Small-Cap Value ETF (VBR) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Vanguard Morningstar Small-Cap Value ETF (VBR) was 3,927 shares, as reported at the end of Q2 2024.