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Columbia Advisory Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Columbia Advisory Partners’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
-1,434
Closed -$304K – 105
2025
Q4 		$304K Sell
1,434
-512
-26% -$107K 0.21% 66
2025
Q3 		$406K Buy
+1,946
New +$398K 0.28% 51
2024
Q4 		– Sell
-2,084
Closed -$418K – 72
2024
Q3 		$418K Buy
+2,084
New +$401K 0.4% 33

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Columbia Advisory Partners's VBR Position: Q1 2026 in Review

Columbia Advisory Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 1,434 shares — an estimated $304K sold.

Columbia Advisory Partners first reported a position in VBR in Q3 2024 and held it in 3 quarters. The position peaked at $418K in Q3 2024. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Columbia Advisory Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Columbia Advisory Partners sold 1,434 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $304K.
  • Columbia Advisory Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and held it in 3 quarters.
  • Columbia Advisory Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $418K in Q3 2024.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.