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

Altiora Financial 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 Q1	$313K	Hold	1,441	–	–	0.05%	91
2025 Q4	$305K	Sell	1,441 -1,419	-50%	-$297K	0.05%	83
2025 Q3	$597K	Hold	2,860	–	–	0.11%	59
2025 Q2	$558K	Hold	2,860	–	–	0.11%	61
2025 Q1	$533K	Hold	2,860	–	–	0.11%	63
2024 Q4	$567K	Sell	2,860 -1,000	-26%	-$205K	0.12%	63
2024 Q3	$775K	Hold	3,860	–	–	0.17%	53
2024 Q2	$705K	Sell	3,860 -1	-0%	-$185	0.17%	52
2024 Q1	$741K	Hold	3,861	–	–	0.2%	44
2023 Q4	$695K	Buy	3,861 +1,441	+60%	+$235K	0.2%	43
2023 Q3	$386K	Sell	2,420 -58	-2%	-$9.7K	0.18%	43
2023 Q2	$410K	Buy	2,478 +40	+2%	+$6.3K	0.18%	44
2023 Q1	$387K	Hold	2,438	–	–	0.18%	44
2022 Q4	$387K	Buy	+2,438	New	+$388K	0.19%	43

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altiora Financial Group's VBR Position: Q1 2026 in Review

Altiora Financial Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2026 at 1,441 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #91.

Altiora Financial Group first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $775K in Q3 2024. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Altiora Financial Group held 1,441 shares of Vanguard Morningstar Small-Cap Value ETF worth $313K as of Q1 2026.
Altiora Financial Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Altiora Financial Group's portfolio in Q1 2026, its #91 holding.
Altiora Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $775K in Q3 2024.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.