IAM Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

IAM Advisory’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	$202K	Buy	+833	New	+$194K	0.04%	106

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 22.9% 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

IAM Advisory's VBR Position: Q2 2026 in Review

IAM Advisory opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 833 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings.

1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

IAM Advisory held 833 shares of Vanguard Morningstar Small-Cap Value ETF worth $202K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new IAM Advisory position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of IAM Advisory's portfolio in Q2 2026, its #106 holding.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.