Advyzon Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Advyzon Investment Management’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	$2.87M	Buy	11,827 +1,160	+11%	+$270K	0.21%	108
2026 Q1	$2.32M	Buy	10,667 +426	+4%	+$95.2K	0.21%	114
2025 Q4	$2.17M	Buy	10,241 +873	+9%	+$183K	0.25%	97
2025 Q3	$1.96M	Buy	9,368 +491	+6%	+$100K	0.34%	66
2025 Q2	$1.73M	Buy	8,877 +293	+3%	+$54.2K	0.38%	56
2025 Q1	$1.6M	Sell	8,584 -1,218	-12%	-$241K	0.57%	29
2024 Q4	$1.94M	Buy	+9,802	New	+$2.01M	0.75%	24

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

Advyzon Investment Management's VBR Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 11% in Q2 2026, buying an estimated $270K and bringing the position to 11,827 shares worth $2.87M. The position accounts for 0.21% of the portfolio, ranked #108.

Advyzon Investment Management first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Advyzon Investment Management held 11,827 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.87M as of Q2 2026.
Advyzon Investment Management bought 1,160 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $270K.
Vanguard Morningstar Small-Cap Value ETF made up 0.21% of Advyzon Investment Management's portfolio in Q2 2026, its #108 holding.
Advyzon Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.