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 Q2	$288K	Buy	+1,184	New	+$275K	0.04%	107

Other funds holding VBR

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Advocate Group's VBR Position: Q2 2026 in Review

Advocate Group opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,184 shares worth $288K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings.

937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Advocate Group held 1,184 shares of Vanguard Morningstar Small-Cap Value ETF worth $288K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Advocate Group position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Advocate Group's portfolio in Q2 2026, its #107 holding.
937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.