IAG Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

IAG Wealth Partners’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	$59.5K	Hold	245	–	–	0.01%	205
2026 Q1	$53.2K	Hold	245	–	–	0.01%	209
2025 Q4	$51.9K	Hold	245	–	–	0.01%	204
2025 Q3	$51.1K	Hold	245	–	–	0.01%	209
2025 Q2	$47.8K	Sell	245 -45	-16%	-$8.33K	0.01%	199
2025 Q1	$54K	Buy	290 +45	+18%	+$8.89K	0.01%	191
2024 Q4	$48.6K	Sell	245 -10	-4%	-$2.05K	0.01%	194
2024 Q3	$51.2K	Hold	255	–	–	0.01%	184
2024 Q2	$46.5K	Hold	255	–	–	0.01%	182
2024 Q1	$48.9K	Sell	255 -30	-11%	-$5.41K	0.01%	167
2023 Q4	$51.3K	Hold	285	–	–	0.01%	155
2023 Q3	$45.5K	Hold	285	–	–	0.01%	156
2023 Q2	$47.1K	Buy	285 +117	+70%	+$18.4K	0.01%	163
2023 Q1	$26.7K	Hold	168	–	–	0.01%	193
2022 Q4	$26.7K	Hold	168	–	–	0.01%	186
2022 Q3	$24K	Hold	168	–	–	0.01%	190
2022 Q2	$25K	Hold	168	–	–	0.01%	182
2022 Q1	$30K	Hold	168	–	–	0.01%	183
2021 Q4	$30K	Buy	168 +43	+34%	+$7.65K	0.01%	177
2021 Q3	$22K	Hold	125	–	–	0.01%	194
2021 Q2	$22K	Buy	+125	New	+$21.7K	0.01%	187

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAG Wealth Partners's VBR Position: Q2 2026 in Review

IAG Wealth Partners held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 245 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #205.

IAG Wealth Partners first reported a position in VBR in Q2 2021 and has held it in 21 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

IAG Wealth Partners held 245 shares of Vanguard Morningstar Small-Cap Value ETF worth $59.5K as of Q2 2026.
IAG Wealth Partners left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #205 holding.
IAG Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.