Advisornet Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.7M | Buy |
15,225
+67
| +0.4% | +$15.6K | 0.17% | 115 |
|
|
2026
Q1 | $3.29M | Sell |
15,158
-82
| -0.5% | -$18.3K | 0.17% | 115 |
|
|
2025
Q4 | $3.23M | Buy |
15,240
+236
| +2% | +$49.4K | 0.17% | 111 |
|
|
2025
Q3 | $3.13M | Buy |
15,004
+505
| +3% | +$103K | 0.18% | 112 |
|
|
2025
Q2 | $2.83M | Sell |
14,499
-587
| -4% | -$109K | 0.18% | 112 |
|
|
2025
Q1 | $2.81M | Sell |
15,086
-71
| -0.5% | -$14K | 0.21% | 101 |
|
|
2024
Q4 | $3M | Sell |
15,157
-20
| -0.1% | -$4.11K | 0.25% | 90 |
|
|
2024
Q3 | $3.05M | Sell |
15,177
-563
| -4% | -$108K | 0.23% | 103 |
|
|
2024
Q2 | $2.87M | Sell |
15,740
-481
| -3% | -$88.9K | 0.26% | 95 |
|
|
2024
Q1 | $3.11M | Sell |
16,221
-8,855
| -35% | -$1.6M | 0.3% | 80 |
|
|
2023
Q4 | $4.51M | Buy |
25,076
+726
| +3% | +$119K | 0.42% | 51 |
|
|
2023
Q3 | $3.88M | Buy |
24,350
+2,041
| +9% | +$341K | 0.35% | 69 |
|
|
2023
Q2 | $3.69M | Buy |
22,309
+1,639
| +8% | +$258K | 0.32% | 84 |
|
|
2023
Q1 | $3.28M | Buy |
20,670
+955
| +5% | +$158K | 0.3% | 83 |
|
|
2022
Q4 | $3.13M | Buy |
19,715
+1,232
| +7% | +$196K | 0.31% | 78 |
|
|
2022
Q3 | $2.65M | Buy |
18,483
+192
| +1% | +$30.5K | 0.26% | 96 |
|
|
2022
Q2 | $2.74M | Buy |
18,291
+2,380
| +15% | +$390K | 0.27% | 96 |
|
|
2022
Q1 | $2.8M | Buy |
15,911
+1,230
| +8% | +$214K | 0.17% | 119 |
|
|
2021
Q4 | $2.63M | Buy |
14,681
+9,566
| +187% | +$1.7M | 0.16% | 124 |
|
|
2021
Q3 | $866K | Buy |
5,115
+2,859
| +127% | +$489K | 0.06% | 256 |
|
|
2021
Q2 | $392K | Buy |
2,256
+99
| +5% | +$17.2K | 0.03% | 428 |
|
|
2021
Q1 | $357K | Buy |
2,157
+9
| +0.4% | +$1.42K | 0.03% | 425 |
|
|
2020
Q4 | $306K | Sell |
2,148
-2,669
| -55% | -$344K | 0.02% | 423 |
|
|
2020
Q3 | $533K | Sell |
4,817
-17
| -0.4% | -$1.91K | 0.05% | 328 |
|
|
2020
Q2 | $517K | Sell |
4,834
-952
| -16% | -$95.5K | 0.04% | 335 |
|
|
2020
Q1 | $514K | Buy |
5,786
+2,599
| +82% | +$315K | 0.05% | 300 |
|
|
2019
Q4 | $437K | Sell |
3,187
-117
| -4% | -$15.5K | 0.04% | 357 |
|
|
2019
Q3 | $426K | Sell |
3,304
-464
| -12% | -$59.4K | 0.04% | 358 |
|
|
2019
Q2 | $492K | Sell |
3,768
-231
| -6% | -$30K | 0.05% | 304 |
|
|
2019
Q1 | $515K | Sell |
3,999
-123
| -3% | -$15.6K | 0.06% | 273 |
|
|
2018
Q4 | $470K | Sell |
4,122
-2,703
| -40% | -$342K | 0.06% | 255 |
|
|
2018
Q3 | $951K | Buy |
6,825
+2,108
| +45% | +$296K | 0.12% | 163 |
|
|
2018
Q2 | $641K | Buy |
4,717
+1,032
| +28% | +$138K | 0.09% | 202 |
|
|
2018
Q1 | $477K | Buy |
3,685
+1,010
| +38% | +$134K | 0.07% | 234 |
|
|
2017
Q4 | $355K | Buy |
+2,675
| New | +$348K | 0.05% | 249 |
|
Other funds holding VBR
AL
Advisornet Financial's VBR Position: Q2 2026 in Review
Advisornet Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.44% in Q2 2026, buying an estimated $15.6K and bringing the position to 15,225 shares worth $3.7M. The position accounts for 0.17% of the portfolio, ranked #115.
Advisornet Financial first reported a position in VBR in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.51M in Q4 2023. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Advisornet Financial held 15,225 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.7M as of Q2 2026.
- Advisornet Financial bought 67 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $15.6K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.17% of Advisornet Financial's portfolio in Q2 2026, its #115 holding.
- Advisornet Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.51M in Q4 2023.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.