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IFG Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

IFG Advisors’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 		$1.05M Buy
4,337
+3
+0.1% +$698 0.15% 69
2026
Q1 		$942K Buy
4,334
+5
+0.1% +$1.12K 0.15% 69
2025
Q4 		$917K Buy
4,329
+8
+0.2% +$1.68K 0.15% 65
2025
Q3 		$902K Buy
4,321
+4
+0.1% +$818 0.15% 66
2025
Q2 		$842K Buy
4,317
+54
+1% +$10K 0.14% 66
2025
Q1 		$794K Buy
4,263
+6
+0.1% +$1.19K 0.15% 63
2024
Q4 		$844K Buy
4,257
+492
+13% +$101K 0.17% 60
2024
Q3 		$756K Buy
3,765
+29
+0.8% +$5.58K 0.16% 61
2024
Q2 		$682K Hold
3,736
– – 0.16% 61
2024
Q1 		$717K Sell
3,736
-73
-2% -$13.2K 0.19% 56
2023
Q4 		$686K Buy
3,809
+2
+0.1% +$326 0.2% 56
2023
Q3 		$607K Sell
3,807
-502
-12% -$83.9K 0.22% 53
2023
Q2 		$713K Buy
4,309
+506
+13% +$79.7K 0.25% 47
2023
Q1 		$604K Buy
3,803
+3
+0.1% +$497 0.24% 54
2022
Q4 		$603K Buy
3,800
+2
+0.1% +$318 0.26% 49
2022
Q3 		$545K Buy
3,798
+985
+35% +$156K 0.28% 52
2022
Q2 		$421K Buy
2,813
+357
+15% +$58.5K 0.21% 63
2022
Q1 		$432K Buy
2,456
+37
+2% +$6.43K 0.19% 74
2021
Q4 		$433K Buy
2,419
+1
+0% +$178 0.18% 68
2021
Q3 		$409K Hold
2,418
– – 0.19% 68
2021
Q2 		$420K Buy
2,418
+73
+3% +$12.7K 0.2% 66
2021
Q1 		$388K Hold
2,345
– – 0.21% 60
2020
Q4 		$333K Hold
2,345
– – 0.21% 61
2020
Q3 		$260K Hold
2,345
– – 0.18% 71
2020
Q2 		$251K Buy
2,345
+29
+1% +$2.91K 0.2% 69
2020
Q1 		$206K Buy
+2,316
New +$281K 0.2% 79

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFG Advisors's VBR Position: Q2 2026 in Review

IFG Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.07% in Q2 2026, buying an estimated $698 and bringing the position to 4,337 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #69.

IFG Advisors first reported a position in VBR in Q1 2020 and has held it in 26 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • IFG Advisors held 4,337 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.05M as of Q2 2026.
  • IFG Advisors bought 3 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $698.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.15% of IFG Advisors's portfolio in Q2 2026, its #69 holding.
  • IFG Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.