Advocacy Wealth Management Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Advocacy Wealth Management Services’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	$317K	Hold	1,305	–	–	0.01%	143
2026 Q1	$284K	Hold	1,305	–	–	0.01%	136
2025 Q4	$276K	Hold	1,305	–	–	0.01%	137
2025 Q3	$272K	Buy	+1,305	New	+$267K	0.01%	138
2016 Q2	–	Sell	-2,380	Closed	-$242K	–	459
2016 Q1	$242K	Sell	2,380 -5,310	-69%	-$500K	0.17%	71
2015 Q4	$760K	Buy	+7,690	New	+$784K	0.86%	31
2013 Q3	$964K	Buy	10,680 +8,365	+361%	+$740K	2.64%	6
2013 Q2	$194K	Buy	+2,315	New	+$192K	0.77%	38

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advocacy Wealth Management Services's VBR Position: Q2 2026 in Review

Advocacy Wealth Management Services held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,305 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #143.

Advocacy Wealth Management Services first reported a position in VBR in Q2 2013 and has held it in 8 quarters since. The position peaked at $964K in Q3 2013. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Advocacy Wealth Management Services held 1,305 shares of Vanguard Morningstar Small-Cap Value ETF worth $317K as of Q2 2026.
Advocacy Wealth Management Services left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #143 holding.
Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 8 quarters since.
Advocacy Wealth Management Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $964K in Q3 2013.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.