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IFC & Insurance Marketing’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-310
Closed -$66K – 655
2025
Q4 		$66K Buy
+310
New +$64.9K 0.07% 145

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Betterment LLC
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AL
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

IFC & Insurance Marketing's VBR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 310 shares — an estimated $66K sold.

IFC & Insurance Marketing first reported a position in VBR in Q4 2025 and held it in 1 quarter. The position peaked at $66K in Q4 2025. 1,712 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 310 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $66K.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Morningstar Small-Cap Value ETF position peaked at $66K in Q4 2025.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.