Empower Advisory Group
VBR icon

Empower Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Empower Advisory Group’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 		$1.09M Sell
5,028
-834
-14% -$186K ﹤0.01% 240
2025
Q4 		$1.24M Sell
5,862
-812
-12% -$170K ﹤0.01% 233
2025
Q3 		$1.39M Sell
6,674
-261
-4% -$53.4K ﹤0.01% 228
2025
Q2 		$1.35M Sell
6,935
-785
-10% -$145K ﹤0.01% 224
2025
Q1 		$1.44M Sell
7,720
-1,152
-13% -$228K ﹤0.01% 218
2024
Q4 		$1.76M Buy
8,872
+939
+12% +$193K 0.01% 212
2024
Q3 		$1.59M Sell
7,933
-192
-2% -$36.9K 0.01% 208
2024
Q2 		$1.48M Buy
8,125
+127
+2% +$23.5K 0.01% 210
2024
Q1 		$1.53M Sell
7,998
-199
-2% -$35.9K 0.01% 211
2023
Q4 		$1.48M Buy
8,197
+273
+3% +$44.6K 0.01% 217
2023
Q3 		$1.26M Buy
7,924
+118
+2% +$19.7K 0.01% 215
2023
Q2 		$1.29M Sell
7,806
-371
-5% -$58.4K 0.01% 226
2023
Q1 		$1.3M Buy
+8,177
New +$1.35M 0.01% 229

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 $49B AUM 17.78% 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 $374B AUM 17.66% 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

Empower Advisory Group's VBR Position: Q1 2026 in Review

Empower Advisory Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 14% in Q1 2026, selling an estimated $186K and leaving 5,028 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Empower Advisory Group first reported a position in VBR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Empower Advisory Group held 5,028 shares of Vanguard Small-Cap Value ETF worth $1.09M as of Q1 2026.
  • Empower Advisory Group sold 834 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $186K.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #240 holding.
  • Empower Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Vanguard Small-Cap Value ETF position peaked at $1.76M in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.