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Ally Invest Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ally Invest Advisors’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 		$4.67M Buy
19,226
+437
+2% +$102K 0.28% 23
2026
Q1 		$4.08M Buy
18,789
+110
+0.6% +$24.6K 0.27% 23
2025
Q4 		$3.96M Buy
18,679
+609
+3% +$128K 0.27% 24
2025
Q3 		$3.77M Buy
18,070
+1,791
+11% +$366K 0.27% 24
2025
Q2 		$3.17M Buy
16,279
+639
+4% +$118K 0.25% 24
2025
Q1 		$2.91M Buy
15,640
+1,600
+11% +$316K 0.25% 23
2024
Q4 		$2.78M Buy
14,040
+2,157
+18% +$443K 0.24% 24
2024
Q3 		$2.39M Buy
11,883
+3,111
+35% +$598K 0.21% 24
2024
Q2 		$1.6M Buy
8,772
+1,033
+13% +$191K 0.15% 28
2024
Q1 		$1.48M Buy
7,739
+1,223
+19% +$221K 0.15% 25
2023
Q4 		$1.17M Buy
6,516
+1,358
+26% +$222K 0.12% 29
2023
Q3 		$823K Buy
5,158
+1,629
+46% +$272K 0.1% 31
2023
Q2 		$584K Buy
3,529
+1,045
+42% +$165K 0.07% 32
2023
Q1 		$394K Buy
2,484
+701
+39% +$116K 0.05% 32
2022
Q4 		$283K Buy
+1,783
New +$284K 0.04% 30

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ally Invest Advisors's VBR Position: Q2 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.3% in Q2 2026, buying an estimated $102K and bringing the position to 19,226 shares worth $4.67M. The position accounts for 0.28% of the portfolio, ranked #23.

Ally Invest Advisors first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ally Invest Advisors held 19,226 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.67M as of Q2 2026.
  • Ally Invest Advisors bought 437 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.28% of Ally Invest Advisors's portfolio in Q2 2026, its #23 holding.
  • Ally Invest Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.