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Archer Investment Corporation’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Archer Investment Corporation’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 		$1.24M Buy
5,091
+117
+2% +$27.2K 0.24% 78
2026
Q1 		$1.08M Buy
4,974
+3,859
+346% +$863K 0.23% 87
2025
Q4 		$236K Sell
1,115
-27
-2% -$5.65K 0.05% 244
2025
Q3 		$238K Sell
1,142
-12
-1% -$2.45K 0.05% 246
2025
Q2 		$225K Buy
1,154
+14
+1% +$2.59K 0.05% 248
2025
Q1 		$212K Buy
1,140
+7
+0.6% +$1.38K 0.06% 242
2024
Q4 		$225K Hold
1,133
– – 0.06% 228
2024
Q3 		$227K Buy
1,133
+27
+2% +$5.19K 0.06% 224
2024
Q2 		$202K Buy
1,106
+30
+3% +$5.54K 0.06% 226
2024
Q1 		$206K Hold
1,076
– – 0.06% 222
2023
Q4 		$194K Hold
1,076
– – 0.06% 226
2023
Q3 		$172K Hold
1,076
– – 0.06% 230
2023
Q2 		$178K Hold
1,076
– – 0.06% 227
2023
Q1 		$171K Hold
1,076
– – 0.06% 229
2022
Q4 		$171K Buy
1,076
+466
+76% +$74.2K 0.07% 224
2022
Q3 		$87.5K Hold
610
– – 0.04% 269
2022
Q2 		$91.4K Hold
610
– – 0.04% 264
2022
Q1 		$106K Buy
610
+13
+2% +$2.26K 0.04% 263
2021
Q4 		$107K Hold
597
– – 0.04% 262
2021
Q3 		$101K Hold
597
– – 0.04% 260
2021
Q2 		$104K Buy
597
+256
+75% +$44.4K 0.04% 235
2021
Q1 		$56.5K Sell
341
-32
-9% -$5.04K 0.02% 323
2020
Q4 		$53K Hold
373
– – 0.03% 276
2020
Q3 		$41.3K Buy
373
+105
+39% +$11.8K 0.02% 279
2020
Q2 		$28.7K Hold
268
– – 0.02% 310
2020
Q1 		$23K Sell
268
-3,000
-92% -$364K 0.02% 340
2019
Q4 		$448K Buy
3,268
+169
+5% +$22.4K 0.24% 100
2019
Q3 		$399K Buy
3,099
+36
+1% +$4.61K 0.24% 101
2019
Q2 		$400K Buy
3,063
+48
+2% +$6.24K 0.25% 92
2019
Q1 		$388K Buy
3,015
+3,000
+20,000% +$382K 0.26% 97
2018
Q4 		$2K Buy
+15
New +$1.9K ﹤0.01% 419

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Archer Investment Corporation's VBR Position: Q2 2026 in Review

Archer Investment Corporation increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.4% in Q2 2026, buying an estimated $27.2K and bringing the position to 5,091 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #78.

Archer Investment Corporation first reported a position in VBR in Q4 2018 and has held it in 31 quarters since. 1,427 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Archer Investment Corporation held 5,091 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.24M as of Q2 2026.
  • Archer Investment Corporation bought 117 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $27.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.24% of Archer Investment Corporation's portfolio in Q2 2026, its #78 holding.
  • Archer Investment Corporation first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.