High Net Worth Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

High Net Worth 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	$1.16M	Buy	5,341 +216	+4%	+$48.3K	0.27%	84
2025 Q4	$1.09M	Sell	5,125 -302	-6%	-$63.2K	0.25%	90
2025 Q3	$1.13M	Buy	5,427 +214	+4%	+$43.8K	0.27%	86
2025 Q2	$1.02M	Buy	5,213 +164	+3%	+$30.4K	0.27%	83
2025 Q1	$941K	Buy	5,049 +19	+0.4%	+$3.75K	0.27%	88
2024 Q4	$998K	Buy	5,030 +509	+11%	+$104K	0.28%	79
2024 Q3	$908K	Buy	4,521 +1,434	+46%	+$276K	0.25%	92
2024 Q2	$564K	Buy	3,087 +1,513	+96%	+$279K	0.17%	108
2024 Q1	$302K	Buy	+1,574	New	+$284K	0.1%	164
2023 Q1	–	Sell	-103	Closed	-$16.4K	–	555
2022 Q4	$16.4K	Sell	103 -10	-9%	-$1.59K	0.01%	458
2022 Q3	$16K	Buy	+113	New	+$17.9K	0.01%	485

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

High Net Worth Advisory Group's VBR Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 4.2% in Q1 2026, buying an estimated $48.3K and bringing the position to 5,341 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #84.

High Net Worth Advisory Group first reported a position in VBR in Q3 2022 and has held it in 11 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

High Net Worth Advisory Group held 5,341 shares of Vanguard Small-Cap Value ETF worth $1.16M as of Q1 2026.
High Net Worth Advisory Group bought 216 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $48.3K.
Vanguard Small-Cap Value ETF made up 0.27% of High Net Worth Advisory Group's portfolio in Q1 2026, its #84 holding.
High Net Worth Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2022 and has held it in 11 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.