Avant Capital
VBR icon

Avant Capital’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Avant Capital’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
Q3 		$688K Buy
2,769
+32
+1% +$7.81K 0.41% 45
2026
Q2 		$665K Sell
2,737
-19
-0.7% -$4.42K 0.42% 43
2026
Q1 		$599K Sell
2,756
-487
-15% -$109K 0.42% 44
2025
Q4 		$687K Sell
3,243
-87
-3% -$18.2K 0.47% 41
2025
Q3 		$695K Buy
+3,330
New +$681K 0.49% 38

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Avant Capital's VBR Position: Q3 2026 in Review

Avant Capital increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.2% in Q3 2026, buying an estimated $7.81K and bringing the position to 2,769 shares worth $688K. The position accounts for 0.41% of the portfolio, ranked #45.

Avant Capital first reported a position in VBR in Q3 2025 and has held it in 5 quarters since. The position peaked at $695K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Avant Capital held 2,769 shares of Vanguard Morningstar Small-Cap Value ETF worth $688K as of Q3 2026.
  • Avant Capital bought 32 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $7.81K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.41% of Avant Capital's portfolio in Q3 2026, its #45 holding.
  • Avant Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Avant Capital's Vanguard Morningstar Small-Cap Value ETF position peaked at $695K in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Avant Capital's 13F filing for Q3 2026, filed 13 Nov 2026.