Independent Advisor Alliance’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Independent Advisor Alliance’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	$1.33M	Buy	+6,101	New	+$1.36M	0.01%	700
2025 Q1	–	Sell	-8,887	Closed	-$1.76M	–	1335
2024 Q4	$1.76M	Buy	+8,887	New	+$1.82M	0.02%	545
2024 Q3	–	Sell	-9,277	Closed	-$1.69M	–	756
2024 Q2	$1.69M	Sell	9,277 -24	-0.3%	-$4.43K	0.06%	245
2024 Q1	$1.78M	Sell	9,301 -9,148	-50%	-$1.65M	0.06%	232
2023 Q4	$3.13M	Buy	18,449 +9,288	+101%	+$1.52M	0.11%	155
2023 Q3	$1.46M	Buy	9,161 +90	+1%	+$15K	0.07%	235
2023 Q2	$1.5M	Hold	9,071	–	–	0.07%	246
2023 Q1	$1.44M	Sell	9,071 -2	-0%	-$331	0.07%	236
2022 Q4	$1.44M	Sell	9,073 -9	-0.1%	-$1.43K	0.5%	34
2022 Q3	$1.3M	Buy	9,082 +833	+10%	+$132K	0.08%	227
2022 Q2	$1.24M	Buy	+8,249	New	+$1.35M	0.07%	232
2020 Q1	–	Sell	-20,658	Closed	-$2.83M	–	832
2019 Q4	$2.83M	Buy	+20,658	New	+$2.74M	0.12%	178

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's VBR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 6,101 shares worth $1.33M. The stake represents 0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VBR as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VBR in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.13M in Q4 2023. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Independent Advisor Alliance held 6,101 shares of Vanguard Small-Cap Value ETF worth $1.33M as of Q1 2026.
Vanguard Small-Cap Value ETF was a new Independent Advisor Alliance position in Q1 2026.
Vanguard Small-Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #700 holding.
Independent Advisor Alliance first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 12 quarters since.
Independent Advisor Alliance's Vanguard Small-Cap Value ETF position peaked at $3.13M in Q4 2023.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.