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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
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

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

Doliver Advisors's VBR Position: Q2 2026 in Review

Doliver Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.5% in Q2 2026, selling an estimated $23.3K and leaving 2,108 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #123.

Doliver Advisors first reported a position in VBR in Q1 2022 and has held it in 3 quarters since. The position peaked at $575K in Q1 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Doliver Advisors held 2,108 shares of Vanguard Morningstar Small-Cap Value ETF worth $512K as of Q2 2026.
  • Doliver Advisors sold 100 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Doliver Advisors's portfolio in Q2 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 3 quarters since.
  • Doliver Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $575K in Q1 2022.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.