IFS
VBR icon

Ifrah Financial Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ifrah Financial Services’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 		$9.45M Sell
38,893
-270
-0.7% -$62.8K 2.31% 8
2026
Q1 		$8.51M Sell
39,163
-990
-2% -$221K 2.25% 11
2025
Q4 		$8.5M Sell
40,153
-443
-1% -$92.8K 2.18% 11
2025
Q3 		$8.47M Sell
40,596
-139
-0.3% -$28.4K 2.2% 11
2025
Q2 		$7.94M Sell
40,735
-592
-1% -$110K 2.17% 11
2025
Q1 		$7.7M Sell
41,327
-977
-2% -$193K 2.21% 11
2024
Q4 		$8.38M Sell
42,304
-249
-0.6% -$51.1K 2.32% 10
2024
Q3 		$8.54M Sell
42,553
-70
-0.2% -$13.5K 2.3% 10
2024
Q2 		$7.78M Sell
42,623
-1,035
-2% -$191K 2.2% 10
2024
Q1 		$8.38M Sell
43,658
-456
-1% -$82.3K 2.35% 10
2023
Q4 		$7.94M Sell
44,114
-1,724
-4% -$281K 2.33% 10
2023
Q3 		$7.31M Sell
45,838
-267
-0.6% -$44.6K 2.28% 10
2023
Q2 		$7.63M Buy
46,105
+51
+0.1% +$8.03K 2.31% 10
2023
Q1 		$7.31M Sell
46,054
-564
-1% -$93.4K 2.32% 10
2022
Q4 		$7.4M Sell
46,618
-1,361
-3% -$217K 2.43% 10
2022
Q3 		$6.88M Buy
47,979
+254
+0.5% +$40.3K 2.36% 10
2022
Q2 		$7.15M Sell
47,725
-419
-0.9% -$68.7K 2.32% 10
2022
Q1 		$8.47M Buy
48,144
+128
+0.3% +$22.3K 2.38% 9
2021
Q4 		$8.59M Sell
48,016
-161
-0.3% -$28.6K 2.3% 10
2021
Q3 		$8.15M Sell
48,177
-43
-0.1% -$7.36K 2.34% 10
2021
Q2 		$8.37M Sell
48,220
-1,905
-4% -$330K 2.4% 10
2021
Q1 		$8.3M Buy
+50,125
New +$7.89M 2.5% 8
2020
Q3 		– Sell
-53,457
Closed -$5.72M – 181
2020
Q2 		$5.72M Sell
53,457
-1,451
-3% -$146K 2.08% 12
2020
Q1 		$4.88M Sell
54,908
-2,626
-5% -$319K 2.04% 14
2019
Q4 		$7.89M Sell
57,534
-823
-1% -$109K 2.78% 7
2019
Q3 		$7.52M Sell
58,357
-2,513
-4% -$322K 2.75% 7
2019
Q2 		$7.95M Sell
60,870
-188
-0.3% -$24.4K 2.94% 6
2019
Q1 		$7.86M Sell
61,058
-623
-1% -$79.2K 2.99% 5
2018
Q4 		$7.04M Sell
61,681
-2,132
-3% -$270K 2.97% 5
2018
Q3 		$8.89M Sell
63,813
-1,646
-3% -$231K 3.14% 5
2018
Q2 		$8.89M Buy
65,459
+1,504
+2% +$202K 3.22% 5
2018
Q1 		$8.28M Sell
63,955
-669
-1% -$88.7K 3.02% 5
2017
Q4 		$8.58M Buy
64,624
+3,253
+5% +$423K 3.11% 5
2017
Q3 		$7.84M Sell
61,371
-590
-1% -$72.7K 2.97% 6
2017
Q2 		$7.62M Sell
61,961
-1,103
-2% -$135K 3.01% 6
2017
Q1 		$7.75M Sell
63,064
-1,703
-3% -$209K 3.11% 5
2016
Q4 		$7.84M Sell
64,767
-3,808
-6% -$437K 3.19% 6
2016
Q3 		$7.59M Sell
68,575
-1,869
-3% -$205K 3.02% 6
2016
Q2 		$7.42M Sell
70,444
-1,035
-1% -$107K 2.96% 6
2016
Q1 		$7.28M Sell
71,479
-1,668
-2% -$157K 2.91% 6
2015
Q4 		$7.22M Buy
73,147
+6
+0% +$612 2.86% 8
2015
Q3 		$7.08M Sell
73,141
-779
-1% -$80.8K 2.86% 8
2015
Q2 		$7.97M Sell
73,920
-886
-1% -$97.2K 2.97% 7
2015
Q1 		$8.18M Buy
74,806
+35
+0% +$3.72K 3.07% 9
2014
Q4 		$7.91M Sell
74,771
-3,605
-5% -$372K 3.1% 8
2014
Q3 		$7.82M Sell
78,376
-244
-0.3% -$25.3K 3.02% 8
2014
Q2 		$8.29M Sell
78,620
-910
-1% -$91.9K 3.14% 8
2014
Q1 		$8M Sell
79,530
-1,639
-2% -$160K 3.14% 8
2013
Q4 		$7.9M Sell
81,169
-1,013
-1% -$95.6K 3.16% 9
2013
Q3 		$7.42M Sell
82,182
-1,327
-2% -$117K 3.59% 9
2013
Q2 		$6.99M Buy
+83,509
New +$6.93M 3.52% 10

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Ifrah Financial Services's VBR Position: Q2 2026 in Review

Ifrah Financial Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.69% in Q2 2026, selling an estimated $62.8K and leaving 38,893 shares worth $9.45M. The position accounts for 2.31% of the portfolio, ranked #8.

Ifrah Financial Services first reported a position in VBR in Q2 2013 and has held it in 51 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ifrah Financial Services held 38,893 shares of Vanguard Morningstar Small-Cap Value ETF worth $9.45M as of Q2 2026.
  • Ifrah Financial Services sold 270 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $62.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.31% of Ifrah Financial Services's portfolio in Q2 2026, its #8 holding.
  • Ifrah Financial Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 51 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.