Doliver Advisors
VBR icon

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

Doliver 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
Q3 		$491K Buy
2,125
+17
+0.8% +$4.15K 0.11% 123
2026
Q2 		$512K Sell
2,108
-100
-5% -$23.3K 0.12% 123
2026
Q1 		$480K Buy
+2,208
New +$494K 0.11% 117
2022
Q2 		– Sell
-3,267
Closed -$575K – 182
2022
Q1 		$575K Buy
+3,267
New +$568K 0.18% 87

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Doliver Advisors's VBR Position: Q3 2026 in Review

Doliver Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.81% in Q3 2026, buying an estimated $4.15K and bringing the position to 2,125 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #123.

Doliver Advisors first reported a position in VBR in Q1 2022 and has held it in 4 quarters since. The position peaked at $575K in Q1 2022. 1,496 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Doliver Advisors held 2,125 shares of Vanguard Morningstar Small-Cap Value ETF worth $491K as of Q3 2026.
  • Doliver Advisors bought 17 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $4.15K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Doliver Advisors's portfolio in Q3 2026, its #123 holding.
  • Doliver Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
  • Doliver Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $575K in Q1 2022.
  • 1,496 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.