IFG Advisory’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.49M | Buy |
6,119
+6,035
| +7,185% | +$1.4M | 0.05% | 353 |
|
|
2026
Q1 | $18.2K | Sell |
84
-4,253
| -98% | -$951K | 0.05% | 210 |
|
|
2025
Q4 | $918K | Buy |
4,337
+359
| +9% | +$75.2K | 0.04% | 379 |
|
|
2025
Q3 | $830K | Buy |
3,978
+135
| +4% | +$27.6K | 0.04% | 394 |
|
|
2025
Q2 | $749K | Sell |
3,843
-11,687
| -75% | -$2.16M | 0.04% | 398 |
|
|
2025
Q1 | $2.89M | Buy |
15,530
+881
| +6% | +$174K | 0.16% | 160 |
|
|
2024
Q4 | $2.9M | Sell |
14,649
-446
| -3% | -$91.6K | 0.16% | 151 |
|
|
2024
Q3 | $3.03M | Buy |
15,095
+68
| +0.5% | +$13.1K | 0.19% | 145 |
|
|
2024
Q2 | $2.74M | Buy |
15,027
+182
| +1% | +$33.6K | 0.18% | 146 |
|
|
2024
Q1 | $2.85M | Sell |
14,845
-837
| -5% | -$151K | 0.21% | 132 |
|
|
2023
Q4 | $2.82M | Buy |
15,682
+552
| +4% | +$90.1K | 0.21% | 130 |
|
|
2023
Q3 | $2.41M | Buy |
15,130
+395
| +3% | +$66K | 0.2% | 132 |
|
|
2023
Q2 | $2.44M | Buy |
14,735
+137
| +0.9% | +$21.6K | 0.22% | 138 |
|
|
2023
Q1 | $2.32M | Buy |
14,598
+1,664
| +13% | +$275K | 0.22% | 113 |
|
|
2022
Q4 | $2.05M | Sell |
12,934
-3,819
| -23% | -$608K | 0.2% | 118 |
|
|
2022
Q3 | $2.4M | Buy |
16,753
+5,318
| +47% | +$845K | 0.22% | 104 |
|
|
2022
Q2 | $1.71M | Buy |
11,435
+5,930
| +108% | +$972K | 0.18% | 124 |
|
|
2022
Q1 | $968K | Buy |
5,505
+3,826
| +228% | +$665K | 0.1% | 210 |
|
|
2021
Q4 | $300K | Sell |
1,679
-72
| -4% | -$12.8K | 0.03% | 402 |
|
|
2021
Q3 | $296K | Buy |
1,751
+104
| +6% | +$17.8K | 0.03% | 400 |
|
|
2021
Q2 | $286K | Sell |
1,647
-526
| -24% | -$91.2K | 0.03% | 400 |
|
|
2021
Q1 | $360K | Sell |
2,173
-645
| -23% | -$102K | 0.04% | 361 |
|
|
2020
Q4 | $400K | Sell |
2,818
-185
| -6% | -$23.9K | 0.06% | 303 |
|
|
2020
Q3 | $332K | Buy |
3,003
+207
| +7% | +$23.2K | 0.05% | 301 |
|
|
2020
Q2 | $299K | Buy |
+2,796
| New | +$281K | 0.05% | 309 |
|
|
2020
Q1 | – | Sell |
-1,653
| Closed | -$226K | – | 417 |
|
|
2019
Q4 | $226K | Sell |
1,653
-147
| -8% | -$19.5K | 0.04% | 374 |
|
|
2019
Q3 | $232K | Sell |
1,800
-2,082
| -54% | -$266K | 0.05% | 361 |
|
|
2019
Q2 | $605K | Buy |
+3,882
| New | +$505K | 0.11% | 187 |
|
|
2019
Q1 | – | Sell |
-4,964
| Closed | -$640K | – | 347 |
|
|
2018
Q4 | $640K | Sell |
4,964
-2,158
| -30% | -$273K | 0.15% | 143 |
|
|
2018
Q3 | $1.1M | Buy |
7,122
+310
| +5% | +$43.5K | 0.21% | 111 |
|
|
2018
Q2 | $1.01M | Sell |
6,812
-56
| -0.8% | -$7.51K | 0.21% | 113 |
|
|
2018
Q1 | $960K | Sell |
6,868
-227
| -3% | -$30.1K | 0.21% | 111 |
|
|
2017
Q4 | $1M | Buy |
+7,095
| New | +$923K | 0.23% | 105 |
|
Other funds holding VBR
AL
IFG Advisory's VBR Position: Q2 2026 in Review
IFG Advisory increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7,185% in Q2 2026, buying an estimated $1.4M and bringing the position to 6,119 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #353.
IFG Advisory first reported a position in VBR in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.03M in Q3 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- IFG Advisory held 6,119 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.49M as of Q2 2026.
- IFG Advisory bought 6,035 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.4M.
- Vanguard Morningstar Small-Cap Value ETF made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #353 holding.
- IFG Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 33 quarters since.
- IFG Advisory's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.03M in Q3 2024.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.