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Ally Invest Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ally Invest Advisors's VBR Position: Q1 2026 in Review

Ally Invest Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.59% in Q1 2026, buying an estimated $24.6K and bringing the position to 18,789 shares worth $4.08M. The position accounts for 0.27% of the portfolio, ranked #23.

Ally Invest Advisors first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Ally Invest Advisors held 18,789 shares of Vanguard Small-Cap Value ETF worth $4.08M as of Q1 2026.
  • Ally Invest Advisors bought 110 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $24.6K.
  • Vanguard Small-Cap Value ETF made up 0.27% of Ally Invest Advisors's portfolio in Q1 2026, its #23 holding.
  • Ally Invest Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.