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

Financial Advisors Network’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 		$4.83M Buy
19,860
+784
+4% +$182K 0.59% 33
2026
Q1 		$4.14M Buy
19,076
+788
+4% +$176K 0.57% 34
2025
Q4 		$3.87M Buy
18,288
+1,155
+7% +$242K 0.53% 38
2025
Q3 		$3.58M Buy
17,133
+1,315
+8% +$269K 0.51% 39
2025
Q2 		$3.08M Buy
15,818
+1,111
+8% +$206K 0.47% 41
2025
Q1 		$2.74M Buy
14,707
+528
+4% +$104K 0.45% 42
2024
Q4 		$2.81M Buy
+14,179
New +$2.91M 0.47% 44
2023
Q4 		$2.34M Buy
12,980
+782
+6% +$128K 0.47% 45
2023
Q3 		$1.95M Buy
+12,198
New +$2.04M 0.44% 45
2022
Q4 		$1.61M Sell
10,128
-345
-3% -$54.9K 0.43% 42
2022
Q3 		$1.5M Buy
10,473
+179
+2% +$28.4K 0.44% 43
2022
Q2 		$1.54M Buy
10,294
+251
+2% +$41.2K 0.43% 42
2022
Q1 		$1.77M Buy
10,043
+532
+6% +$92.5K 0.44% 42
2021
Q4 		$1.7M Buy
9,511
+730
+8% +$130K 0.38% 47
2021
Q3 		$1.62M Buy
8,781
+1,005
+13% +$172K 0.37% 46
2021
Q2 		$1.35M Buy
7,776
+973
+14% +$169K 0.4% 46
2021
Q1 		$1.13M Buy
6,803
+250
+4% +$39.4K 0.36% 48
2020
Q4 		$932K Buy
6,553
+984
+18% +$127K 0.32% 49
2020
Q3 		$616K Buy
5,569
+413
+8% +$46.3K 0.24% 56
2020
Q2 		$551K Sell
5,156
-1,777
-26% -$178K 0.22% 61
2020
Q1 		$616K Buy
6,933
+2,231
+47% +$271K 0.29% 51
2019
Q4 		$645K Buy
4,702
+2,067
+78% +$274K 0.3% 58
2019
Q3 		$340K Buy
2,635
+441
+20% +$56.4K 0.17% 85
2019
Q2 		$274K Buy
+2,194
New +$285K 0.15% 88
2017
Q1 		– Sell
-37
Closed -$4.49K – 442
2016
Q4 		$4.49K Buy
+37
New +$4.24K ﹤0.01% 346

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

Financial Advisors Network's VBR Position: Q2 2026 in Review

Financial Advisors Network increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.1% in Q2 2026, buying an estimated $182K and bringing the position to 19,860 shares worth $4.83M. The position accounts for 0.59% of the portfolio, ranked #33.

Financial Advisors Network first reported a position in VBR in Q4 2016 and has held it in 25 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Financial Advisors Network held 19,860 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.83M as of Q2 2026.
  • Financial Advisors Network bought 784 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $182K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.59% of Financial Advisors Network's portfolio in Q2 2026, its #33 holding.
  • Financial Advisors Network first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2016 and has held it in 25 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.