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Independent Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Independent Financial Group’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 		$3.93M Sell
16,177
-914
-5% -$213K 0.07% 260
2026
Q1 		$3.71M Buy
17,091
+1,411
+9% +$315K 0.08% 236
2025
Q4 		$3.32M Buy
15,680
+5,683
+57% +$1.19M 0.07% 256
2025
Q3 		$2.09M Sell
9,997
-5,769
-37% -$1.18M 0.05% 368
2025
Q2 		$3.07M Buy
15,766
+1,950
+14% +$361K 0.08% 235
2025
Q1 		$2.57M Buy
13,816
+566
+4% +$112K 0.09% 226
2024
Q4 		$2.63M Buy
13,250
+83
+0.6% +$17K 0.09% 228
2024
Q3 		$2.64M Sell
13,167
-1,425
-10% -$274K 0.1% 217
2024
Q2 		$2.66M Sell
14,592
-2,279
-14% -$421K 0.11% 179
2024
Q1 		$3.24M Buy
16,871
+1,505
+10% +$272K 0.15% 135
2023
Q4 		$2.77M Buy
15,366
+1,292
+9% +$211K 0.15% 156
2023
Q3 		$2.24M Sell
14,074
-1,517
-10% -$254K 0.15% 151
2023
Q2 		$2.58M Buy
15,591
+319
+2% +$50.2K 0.18% 120
2023
Q1 		$2.42M Buy
15,272
+6,409
+72% +$1.06M 0.19% 119
2022
Q4 		$1.41M Buy
8,863
+1,230
+16% +$196K 0.12% 168
2022
Q3 		$1.09M Buy
7,633
+124
+2% +$19.7K 0.1% 207
2022
Q2 		$1.13M Sell
7,509
-3,251
-30% -$533K 0.12% 200
2022
Q1 		$1.89M Buy
10,760
+3,015
+39% +$524K 0.15% 135
2021
Q4 		$1.39M Buy
7,745
+3,212
+71% +$571K 0.11% 179
2021
Q3 		$767K Sell
4,533
-42
-0.9% -$7.19K 0.08% 277
2021
Q2 		$795K Buy
4,575
+887
+24% +$154K 0.08% 267
2021
Q1 		$611K Buy
3,688
+82
+2% +$12.9K 0.08% 282
2020
Q4 		$513K Buy
3,606
+787
+28% +$102K 0.08% 303
2020
Q3 		$312K Sell
2,819
-121
-4% -$13.6K 0.06% 340
2020
Q2 		$314K Buy
2,940
+243
+9% +$24.4K 0.07% 308
2020
Q1 		$240K Buy
+2,697
New +$327K 0.07% 292

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

Independent Financial Group's VBR Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.3% in Q2 2026, selling an estimated $213K and leaving 16,177 shares worth $3.93M. The position accounts for 0.07% of the portfolio, ranked #260.

Independent Financial Group first reported a position in VBR in Q1 2020 and has held it in 26 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Independent Financial Group held 16,177 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.93M as of Q2 2026.
  • Independent Financial Group sold 914 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $213K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #260 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.