Diversify Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
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Diversify Advisory Services's VBR Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 17,046 shares worth $4.19M. The stake represents 0.07% of the portfolio and ranks #244 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VBR as recently as Q4 2025.
Diversify Advisory Services first reported a position in VBR in Q1 2024 and has held it in 9 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Diversify Advisory Services held 17,046 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.19M as of Q2 2026.
- Vanguard Morningstar Small-Cap Value ETF was a new Diversify Advisory Services position in Q2 2026.
- Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #244 holding.
- Diversify Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.