Advocate Group
VBR icon

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

Advocate 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 		$371K Buy
1,605
+421
+36% +$103K 0.06% 102
2026
Q2 		$288K Buy
+1,184
New +$275K 0.04% 107

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Commonwealth Equity Services
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Stephens Group Asset Management
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Creative Planning
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Advocate Group's VBR Position: Q3 2026 in Review

Advocate Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 36% in Q3 2026, buying an estimated $103K and bringing the position to 1,605 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #102.

Advocate Group first reported a position in VBR in Q2 2026 and has held it in 2 quarters since. 886 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Advocate Group held 1,605 shares of Vanguard Morningstar Small-Cap Value ETF worth $371K as of Q3 2026.
  • Advocate Group bought 421 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $103K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Advocate Group's portfolio in Q3 2026, its #102 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 886 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.