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

GM 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 		$331K Sell
1,525
-302
-17% -$67.5K 0.01% 289
2025
Q4 		$387K Buy
1,827
+366
+25% +$76.6K 0.02% 248
2025
Q3 		$305K Buy
1,461
+4
+0.3% +$818 0.01% 257
2025
Q2 		$284K Buy
1,457
+70
+5% +$13K 0.01% 246
2025
Q1 		$258K Buy
+1,387
New +$274K 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 $3.51B AUM 13.98% 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

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

GM Advisory Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 17% in Q1 2026, selling an estimated $67.5K and leaving 1,525 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #289.

GM Advisory Group first reported a position in VBR in Q1 2025 and has held it in 5 quarters since. The position peaked at $387K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • GM Advisory Group held 1,525 shares of Vanguard Small-Cap Value ETF worth $331K as of Q1 2026.
  • GM Advisory Group sold 302 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $67.5K.
  • Vanguard Small-Cap Value ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #289 holding.
  • GM Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • GM Advisory Group's Vanguard Small-Cap Value ETF position peaked at $387K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.