Ameritas Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ameritas Advisory Services’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	$6.92M	Sell	28,483 -5,385	-16%	-$1.25M	0.14%	147
2026 Q1	$7.36M	Sell	33,868 -2,407	-7%	-$538K	0.29%	87
2025 Q4	$7.68M	Buy	36,275 +21,257	+142%	+$4.45M	0.29%	82
2025 Q3	$3.13M	Sell	15,018 -157	-1%	-$32.1K	0.21%	102
2025 Q2	$2.96M	Sell	15,175 -2,833	-16%	-$524K	0.15%	139
2025 Q1	$3.46M	Sell	18,008 -3,889	-18%	-$768K	0.14%	150
2024 Q4	$4.34M	Buy	21,897 +2,730	+14%	+$560K	0.15%	134
2024 Q3	$3.85M	Sell	19,167 -1,465	-7%	-$282K	0.17%	134
2024 Q2	$3.77M	Buy	20,632 +1,582	+8%	+$292K	0.14%	150
2024 Q1	$3.57M	Sell	19,050 -6,479	-25%	-$1.17M	0.15%	140
2023 Q4	$4.6M	Sell	25,529 -1,036	-4%	-$169K	0.25%	88
2023 Q3	$4.21M	Buy	26,565 +19,913	+299%	+$3.33M	0.21%	96
2023 Q2	$1.09M	Sell	6,652 -16,709	-72%	-$2.63M	0.14%	166
2023 Q1	$3.69M	Buy	23,361 +6,872	+42%	+$1.14M	0.19%	107
2022 Q4	$2.62M	Sell	16,489 -4,263	-21%	-$679K	0.12%	174
2022 Q3	$2.98M	Buy	20,752 +3,866	+23%	+$614K	0.18%	117
2022 Q2	$2.53M	Sell	16,886 -1,746	-9%	-$286K	0.15%	147
2022 Q1	$3.28M	Buy	18,632 +2,062	+12%	+$358K	0.12%	137
2021 Q4	$2.96M	Buy	+16,570	New	+$2.95M	0.11%	157

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

Ameritas Advisory Services's VBR Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 16% in Q2 2026, selling an estimated $1.25M and leaving 28,483 shares worth $6.92M. The position accounts for 0.14% of the portfolio, ranked #147.

Ameritas Advisory Services first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.68M in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Ameritas Advisory Services held 28,483 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.92M as of Q2 2026.
Ameritas Advisory Services sold 5,385 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.25M.
Vanguard Morningstar Small-Cap Value ETF made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #147 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $7.68M in Q4 2025.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.