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Ackerman Capital Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ackerman Capital Advisors’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 		$7.52M Sell
30,954
-2,958
-9% -$688K 1.51% 17
2026
Q1 		$7.37M Sell
33,912
-1,070
-3% -$239K 1.51% 17
2025
Q4 		$7.41M Buy
34,982
+62
+0.2% +$13K 1.49% 17
2025
Q3 		$7.29M Buy
34,920
+2,235
+7% +$457K 1.53% 16
2025
Q2 		$6.37M Buy
32,685
+6,425
+24% +$1.19M 1.48% 18
2025
Q1 		$4.89M Buy
26,260
+119
+0.5% +$23.5K 1.29% 23
2024
Q4 		$5.18M Buy
26,141
+64
+0.2% +$13.1K 1.36% 21
2024
Q3 		$5.24M Sell
26,077
-583
-2% -$112K 1.35% 21
2024
Q2 		$4.87M Buy
26,660
+241
+0.9% +$44.5K 1.29% 21
2024
Q1 		$5.07M Sell
26,419
-80
-0.3% -$14.4K 1.4% 21
2023
Q4 		$4.77M Sell
26,499
-4,017
-13% -$656K 1.34% 21
2023
Q3 		$4.87M Sell
30,516
-795
-3% -$133K 1.36% 22
2023
Q2 		$5.18M Sell
31,311
-166
-0.5% -$26.1K 1.34% 22
2023
Q1 		$5M Sell
31,477
-382
-1% -$63.2K 1.3% 23
2022
Q4 		$5.06M Sell
31,859
-1,352
-4% -$215K 1.36% 21
2022
Q3 		$4.76M Buy
33,211
+7,169
+28% +$1.14M 1.35% 19
2022
Q2 		$3.9M Sell
26,042
-9,991
-28% -$1.64M 1.05% 20
2022
Q1 		$6.34M Sell
36,033
-216
-0.6% -$37.6K 1.49% 15
2021
Q4 		$6.48M Sell
36,249
-3,277
-8% -$583K 1.49% 17
2021
Q3 		$6.69M Buy
39,526
+5,846
+17% +$1M 1.53% 17
2021
Q2 		$5.85M Buy
33,680
+4,170
+14% +$723K 1.37% 19
2021
Q1 		$4.89M Buy
29,510
+573
+2% +$90.3K 1.19% 20
2020
Q4 		$4.12M Buy
28,937
+1,368
+5% +$176K 1.05% 20
2020
Q3 		$3.05M Buy
27,569
+785
+3% +$88K 0.85% 25
2020
Q2 		$2.86M Buy
+26,784
New +$2.69M 0.86% 25

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

Ackerman Capital Advisors's VBR Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.7% in Q2 2026, selling an estimated $688K and leaving 30,954 shares worth $7.52M. The position accounts for 1.51% of the portfolio, ranked #17.

Ackerman Capital Advisors first reported a position in VBR in Q2 2020 and has held it in 25 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ackerman Capital Advisors held 30,954 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.52M as of Q2 2026.
  • Ackerman Capital Advisors sold 2,958 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $688K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.51% of Ackerman Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Ackerman Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.