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

IFP 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 		$4.67M Buy
19,208
+2,060
+12% +$479K 0.08% 271
2026
Q1 		$3.73M Buy
17,148
+5,250
+44% +$1.17M 0.08% 281
2025
Q4 		$2.52M Buy
11,898
+1,356
+13% +$284K 0.06% 355
2025
Q3 		$2.2M Buy
10,542
+2,556
+32% +$523K 0.06% 352
2025
Q2 		$1.56M Sell
7,986
-10,553
-57% -$1.95M 0.04% 423
2025
Q1 		$3.46M Buy
18,539
+1,114
+6% +$220K 0.11% 216
2024
Q4 		$3.45M Buy
17,425
+1,383
+9% +$284K 0.11% 193
2024
Q3 		$3.22M Sell
16,042
-626
-4% -$120K 0.12% 192
2024
Q2 		$3.04M Sell
16,668
-2,785
-14% -$514K 0.12% 168
2024
Q1 		$3.73M Sell
19,453
-1,472
-7% -$266K 0.16% 134
2023
Q4 		$3.77M Sell
20,925
-7,852
-27% -$1.28M 0.18% 114
2023
Q3 		$4.59M Sell
28,777
-6,714
-19% -$1.12M 0.21% 101
2023
Q2 		$5.87M Sell
35,491
-11,324
-24% -$1.78M 0.25% 85
2023
Q1 		$4.86M Sell
46,815
-24,758
-35% -$4.1M 0.21% 93
2022
Q4 		$7.47M Buy
71,573
+3,286
+5% +$523K 0.2% 96
2022
Q3 		$7.15M Buy
68,287
+3,233
+5% +$514K 0.19% 105
2022
Q2 		$6.82M Hold
65,054
– – 0.22% 100
2022
Q1 		$6.82M Buy
65,054
+42,633
+190% +$7.41M 0.22% 100
2021
Q4 		$4.01M Sell
22,421
-629
-3% -$112K 0.08% 148
2021
Q3 		$3.92M Sell
23,050
-682
-3% -$117K 0.08% 154
2021
Q2 		$4.12M Sell
23,732
-124
-0.5% -$21.5K 0.09% 135
2021
Q1 		$3.95M Buy
23,856
+6,323
+36% +$996K 0.08% 123
2020
Q4 		$2.5M Buy
17,533
+1,363
+8% +$176K 0.1% 176
2020
Q3 		$1.78M Sell
16,170
-347
-2% -$38.9K 0.11% 188
2020
Q2 		$1.74M Sell
16,517
-194
-1% -$19.5K 0.14% 160
2020
Q1 		$1.53M Buy
16,711
+3,252
+24% +$394K 0.15% 150
2019
Q4 		$1.84M Sell
13,459
-839
-6% -$111K 0.14% 183
2019
Q3 		$1.84M Buy
+14,298
New +$1.83M 0.12% 185
2019
Q1 		$593K Sell
4,598
-26,179
-85% -$3.33M 0.08% 253
2018
Q4 		$3.48M Sell
30,777
-460
-1% -$58.2K 0.21% 110
2018
Q3 		$4.35M Sell
31,237
-4,227
-12% -$593K 0.18% 131
2018
Q2 		$4.82M Sell
35,464
-581
-2% -$78K 0.2% 111
2018
Q1 		$4.79M Hold
36,045
– – 0.22% 95
2017
Q4 		$4.79M Buy
36,045
+6,408
+22% +$834K 0.22% 95
2017
Q3 		$3.79M Sell
29,637
-3,926
-12% -$484K 0.15% 155
2017
Q2 		$4.13M Buy
33,563
+1,589
+5% +$194K 0.17% 124
2017
Q1 		$3.93M Buy
31,974
+871
+3% +$107K 0.17% 130
2016
Q4 		$3.76M Buy
31,103
+3,437
+12% +$394K 0.18% 129
2016
Q3 		$3.06M Buy
27,666
+489
+2% +$53.6K 0.16% 136
2016
Q2 		$2.86M Buy
27,177
+22,579
+491% +$2.34M 0.16% 131
2016
Q1 		$593K Sell
4,598
-21,551
-82% -$2.03M 0.08% 253
2015
Q4 		$2.58M Buy
+26,149
New +$2.67M 0.17% 122

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

IFP Advisors's VBR Position: Q2 2026 in Review

IFP Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, buying an estimated $479K and bringing the position to 19,208 shares worth $4.67M. The position accounts for 0.08% of the portfolio, ranked #271.

IFP Advisors first reported a position in VBR in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.47M in Q4 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • IFP Advisors held 19,208 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.67M as of Q2 2026.
  • IFP Advisors bought 2,060 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $479K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #271 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $7.47M in Q4 2022.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.