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Highland Investment Advisors LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Highland Investment Advisors LLC’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 		$283K Buy
+1,167
New +$271K 0.12% 65

Other funds holding VBR

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Highland Investment Advisors LLC's VBR Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,167 shares worth $283K. The stake represents 0.12% of the portfolio and ranks #65 among its holdings.

1,538 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Highland Investment Advisors LLC held 1,167 shares of Vanguard Morningstar Small-Cap Value ETF worth $283K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #65 holding.
  • 1,538 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.