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

Anchor 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 		$891K Sell
3,668
-508
-12% -$118K 0.07% 204
2026
Q1 		$907K Buy
4,176
+137
+3% +$30.6K 0.08% 203
2025
Q4 		$855K Sell
4,039
-14
-0.3% -$2.93K 0.07% 212
2025
Q3 		$846K Buy
4,053
+232
+6% +$47.4K 0.07% 212
2025
Q2 		$745K Sell
3,821
-48
-1% -$8.88K 0.07% 217
2025
Q1 		$721K Sell
3,869
-34
-0.9% -$6.72K 0.07% 222
2024
Q4 		$774K Buy
3,903
+60
+2% +$12.3K 0.07% 210
2024
Q3 		$772K Buy
3,843
+37
+1% +$7.11K 0.07% 212
2024
Q2 		$695K Sell
3,806
-487
-11% -$90K 0.07% 204
2024
Q1 		$824K Buy
4,293
+112
+3% +$20.2K 0.09% 198
2023
Q4 		$752K Buy
4,181
+182
+5% +$29.7K 0.09% 194
2023
Q3 		$638K Buy
3,999
+66
+2% +$11K 0.08% 199
2023
Q2 		$651K Sell
3,933
-178
-4% -$28K 0.08% 201
2023
Q1 		$653K Sell
4,111
-58
-1% -$9.6K 0.09% 197
2022
Q4 		$662K Sell
4,169
-86
-2% -$13.7K 0.09% 198
2022
Q3 		$610K Buy
4,255
+178
+4% +$28.3K 0.09% 193
2022
Q2 		$611K Buy
4,077
+433
+12% +$71K 0.09% 200
2022
Q1 		$641K Buy
3,644
+270
+8% +$46.9K 0.08% 213
2021
Q4 		$603K Buy
3,374
+39
+1% +$6.94K 0.07% 221
2021
Q3 		$565K Buy
3,335
+447
+15% +$76.5K 0.08% 218
2021
Q2 		$502K Buy
2,888
+212
+8% +$36.7K 0.07% 229
2021
Q1 		$443K Buy
2,676
+2,131
+391% +$336K 0.07% 229
2020
Q4 		$77.5K Buy
545
+192
+54% +$24.8K 0.01% 411
2020
Q3 		$39.1K Buy
353
+7
+2% +$785 0.01% 473
2020
Q2 		$37K Hold
346
– – 0.01% 474
2020
Q1 		$30.7K Buy
346
+100
+41% +$12.1K 0.01% 494
2019
Q4 		$33.7K Buy
246
+18
+8% +$2.38K 0.01% 512
2019
Q3 		$29.4K Buy
228
+13
+6% +$1.66K 0.01% 516
2019
Q2 		$28.1K Hold
215
– – 0.01% 526
2019
Q1 		$27.7K Buy
215
+58
+37% +$7.38K 0.01% 523
2018
Q4 		$17.9K Buy
157
+81
+107% +$10.2K 0.01% 558
2018
Q3 		$10.6K Buy
+76
New +$10.7K ﹤0.01% 641

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

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

Anchor Investment Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, selling an estimated $118K and leaving 3,668 shares worth $891K. The position accounts for 0.07% of the portfolio, ranked #204.

Anchor Investment Management first reported a position in VBR in Q3 2018 and has held it in 32 quarters since. The position peaked at $907K in Q1 2026. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Anchor Investment Management held 3,668 shares of Vanguard Morningstar Small-Cap Value ETF worth $891K as of Q2 2026.
  • Anchor Investment Management sold 508 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Anchor Investment Management's portfolio in Q2 2026, its #204 holding.
  • Anchor Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2018 and has held it in 32 quarters since.
  • Anchor Investment Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $907K in Q1 2026.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.