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

Arlington Financial 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 Q1	–	Sell	-10,477	Closed	-$2.22M	–	111
2025 Q4	$2.22M	Buy	+10,477	New	+$2.19M	0.32%	47
2023 Q1	–	Sell	-5,357	Closed	-$851K	–	69
2022 Q4	$851K	Buy	+5,357	New	+$853K	0.36%	43
2022 Q2	–	Sell	-3,432	Closed	-$604K	–	53
2022 Q1	$604K	Buy	3,432 +32	+0.9%	+$5.56K	0.23%	42
2021 Q4	$608K	Hold	3,400	–	–	0.21%	51
2021 Q3	$575K	Hold	3,400	–	–	0.23%	43
2021 Q2	$590K	Hold	3,400	–	–	0.22%	46
2021 Q1	$563K	Hold	3,400	–	–	0.23%	47
2020 Q4	$484K	Hold	3,400	–	–	0.2%	49
2020 Q3	$376K	Hold	3,400	–	–	0.19%	48
2020 Q2	$364K	Buy	+3,400	New	+$341K	0.21%	48

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arlington Financial Advisors's VBR Position: Q1 2026 in Review

Arlington Financial Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 10,477 shares — an estimated $2.22M sold.

Arlington Financial Advisors first reported a position in VBR in Q2 2020 and held it in 10 quarters. The position peaked at $2.22M in Q4 2025. 1,713 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Arlington Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Arlington Financial Advisors sold 10,477 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $2.22M.
Arlington Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2020 and held it in 10 quarters.
Arlington Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.22M in Q4 2025.
1,713 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.