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Advisory Solutions Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Advisory Solutions Group’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 		$471K Buy
2,040
+928
+83% +$226K 0.1% 172
2026
Q2 		$270K Buy
+1,112
New +$259K 0.09% 160

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Advisory Solutions Group's VBR Position: Q3 2026 in Review

Advisory Solutions Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 83% in Q3 2026, buying an estimated $226K and bringing the position to 2,040 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #172.

Advisory Solutions Group first reported a position in VBR in Q2 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Advisory Solutions Group held 2,040 shares of Vanguard Morningstar Small-Cap Value ETF worth $471K as of Q3 2026.
  • Advisory Solutions Group bought 928 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $226K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Advisory Solutions Group's portfolio in Q3 2026, its #172 holding.
  • Advisory Solutions Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.