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

Ancora 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	$14.5M	Sell	59,556 -5,877	-9%	-$1.37M	0.28%	85
2026 Q1	$14.2M	Buy	65,433 +1,881	+3%	+$421K	0.3%	72
2025 Q4	$13.5M	Buy	63,552 +6	+0%	+$1.26K	0.28%	76
2025 Q3	$13.3M	Buy	63,546 +240	+0.4%	+$49.1K	0.26%	82
2025 Q2	$12.3M	Buy	63,306 +1,563	+3%	+$289K	0.26%	81
2025 Q1	$11.5M	Sell	61,743 -815	-1%	-$161K	0.26%	79
2024 Q4	$12.4M	Buy	62,558 +1,641	+3%	+$337K	0.28%	78
2024 Q3	$12.2M	Sell	60,917 -17,731	-23%	-$3.41M	0.28%	76
2024 Q2	$14.4M	Sell	78,648 -1,154	-1%	-$213K	0.36%	55
2024 Q1	$15.3M	Buy	79,802 +3,247	+4%	+$586K	0.35%	58
2023 Q4	$13.8M	Sell	76,555 -2,955	-4%	-$482K	0.32%	54
2023 Q3	$12.7M	Sell	79,510 -503	-0.6%	-$84.1K	0.34%	55
2023 Q2	$13.2M	Buy	80,013 +906	+1%	+$143K	0.35%	60
2023 Q1	$12.6M	Buy	79,107 +3,340	+4%	+$553K	0.36%	55
2022 Q4	$12M	Buy	75,767 +5,285	+7%	+$841K	0.35%	55
2022 Q3	$10.1M	Buy	70,482 +2,659	+4%	+$422K	0.31%	62
2022 Q2	$10.2M	Buy	67,823 +1,910	+3%	+$313K	0.29%	72
2022 Q1	$11.6M	Buy	65,913 +7,220	+12%	+$1.26M	0.28%	76
2021 Q4	$10.5M	Buy	58,693 +6,114	+12%	+$1.09M	0.25%	92
2021 Q3	$8.9M	Buy	52,579 +5,947	+13%	+$1.02M	0.23%	101
2021 Q2	$8.1M	Buy	46,632 +6,153	+15%	+$1.07M	0.21%	113
2021 Q1	$6.7M	Buy	40,479 +24,233	+149%	+$3.82M	0.19%	123
2020 Q4	$2.31M	Buy	16,246 +5,736	+55%	+$740K	0.07%	240
2020 Q3	$1.16M	Buy	10,510 +6,732	+178%	+$755K	0.05%	298
2020 Q2	$404K	Buy	3,778 +643	+21%	+$64.5K	0.02%	466
2020 Q1	$279K	Hold	3,135	–	–	0.01%	578
2019 Q4	$430K	Sell	3,135 -287	-8%	-$38K	0.02%	521
2019 Q3	$441K	Buy	3,422 +400	+13%	+$51.2K	0.02%	480
2019 Q2	$394K	Sell	3,022 -94	-3%	-$12.2K	0.02%	462
2019 Q1	$401K	Sell	3,116 -506	-14%	-$64.4K	0.02%	463
2018 Q4	$413K	Sell	3,622 -16	-0.4%	-$2.02K	0.02%	444
2018 Q3	$507K	Hold	3,638	–	–	0.02%	476
2018 Q2	$494K	Sell	3,638 -43	-1%	-$5.77K	0.02%	485
2018 Q1	$477K	Buy	3,681 +16	+0.4%	+$2.12K	0.02%	479
2017 Q4	$487K	Hold	3,665	–	–	0.03%	442
2017 Q3	$468K	Sell	3,665 -93	-2%	-$11.5K	0.03%	470
2017 Q2	$462K	Hold	3,758	–	–	0.03%	436
2017 Q1	$462K	Sell	3,758 -62	-2%	-$7.62K	0.03%	430
2016 Q4	$462K	Hold	3,820	–	–	0.03%	413
2016 Q3	$423K	Buy	3,820 +138	+4%	+$15.1K	0.04%	361
2016 Q2	$388K	Buy	3,682 +253	+7%	+$26.2K	0.05%	354
2016 Q1	$349K	Sell	3,429 -319	-9%	-$30K	0.04%	361
2015 Q4	$370K	Hold	3,748	–	–	0.05%	350
2015 Q3	$363K	Hold	3,748	–	–	0.05%	347
2015 Q2	$404K	Buy	+3,748	New	+$411K	0.05%	354
2015 Q1	–	Sell	-2,792	Closed	-$296K	–	363
2014 Q4	$295K	Sell	2,792 -406	-13%	-$41.9K	0.04%	396
2014 Q3	$319K	Sell	3,198 -23	-0.7%	-$2.38K	0.04%	358
2014 Q2	$340K	Buy	3,221 +205	+7%	+$20.7K	0.04%	369
2014 Q1	$304K	Sell	3,016 -139	-4%	-$13.6K	0.04%	355
2013 Q4	$307K	Sell	3,155 -580	-16%	-$54.7K	0.05%	322
2013 Q3	$337K	Sell	3,735 -278	-7%	-$24.6K	0.06%	296
2013 Q2	$336K	Buy	+4,013	New	+$333K	0.06%	291

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

Ancora Advisors's VBR Position: Q2 2026 in Review

Ancora Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9% in Q2 2026, selling an estimated $1.37M and leaving 59,556 shares worth $14.5M. The position accounts for 0.28% of the portfolio, ranked #85.

Ancora Advisors first reported a position in VBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.3M in Q1 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Ancora Advisors held 59,556 shares of Vanguard Morningstar Small-Cap Value ETF worth $14.5M as of Q2 2026.
Ancora Advisors sold 5,877 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.37M.
Vanguard Morningstar Small-Cap Value ETF made up 0.28% of Ancora Advisors's portfolio in Q2 2026, its #85 holding.
Ancora Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
Ancora Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.3M in Q1 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.