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

Bell Investment 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 		$527K Buy
2,169
+14
+0.6% +$3.26K 0.08% 83
2026
Q1 		$468K Sell
2,155
-5
-0.2% -$1.12K 0.07% 81
2025
Q4 		$457K Buy
2,160
+8
+0.4% +$1.68K 0.07% 81
2025
Q3 		$449K Buy
2,152
+52
+2% +$10.6K 0.07% 82
2025
Q2 		$410K Sell
2,100
-227
-10% -$42K 0.07% 85
2025
Q1 		$434K Buy
2,327
+85
+4% +$16.8K 0.08% 69
2024
Q4 		$444K Sell
2,242
-32
-1% -$6.57K 0.08% 69
2024
Q3 		$457K Buy
2,274
+185
+9% +$35.6K 0.08% 69
2024
Q2 		$381K Buy
2,089
+267
+15% +$49.3K 0.07% 75
2024
Q1 		$350K Buy
1,822
+46
+3% +$8.3K 0.07% 79
2023
Q4 		$320K Buy
1,776
+54
+3% +$8.81K 0.07% 77
2023
Q3 		$275K Buy
1,722
+31
+2% +$5.18K 0.06% 80
2023
Q2 		$280K Buy
1,691
+33
+2% +$5.2K 0.06% 74
2023
Q1 		$263K Buy
1,658
+21
+1% +$3.48K 0.06% 73
2022
Q4 		$260K Buy
1,637
+1
+0.1% +$159 0.06% 71
2022
Q3 		$235K Sell
1,636
-24
-1% -$3.81K 0.07% 61
2022
Q2 		$249K Buy
+1,660
New +$272K 0.08% 59
2021
Q4 		$291K Buy
1,629
+17
+1% +$3.02K 0.08% 65
2021
Q3 		$273K Buy
+1,612
New +$276K 0.08% 60

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

Bell Investment Advisors's VBR Position: Q2 2026 in Review

Bell Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.65% in Q2 2026, buying an estimated $3.26K and bringing the position to 2,169 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #83.

Bell Investment Advisors first reported a position in VBR in Q3 2021 and has held it in 19 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Bell Investment Advisors held 2,169 shares of Vanguard Morningstar Small-Cap Value ETF worth $527K as of Q2 2026.
  • Bell Investment Advisors bought 14 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.26K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.08% of Bell Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Bell Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.