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

Index Fund 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 		$4.12M Sell
16,974
-116
-0.7% -$27K 0.16% 37
2026
Q1 		$3.71M Buy
17,090
+115
+0.7% +$25.7K 0.17% 36
2025
Q4 		$3.6M Sell
16,975
-508
-3% -$106K 0.17% 33
2025
Q3 		$3.65M Buy
17,483
+42
+0.2% +$8.59K 0.18% 31
2025
Q2 		$3.4M Sell
17,441
-718
-4% -$133K 0.19% 27
2025
Q1 		$3.38M Sell
18,159
-1,390
-7% -$275K 0.21% 21
2024
Q4 		$3.87M Buy
19,549
+12
+0.1% +$2.46K 0.21% 18
2024
Q3 		$3.92M Sell
19,537
-70
-0.4% -$13.5K 0.21% 18
2024
Q2 		$3.58M Sell
19,607
-82
-0.4% -$15.1K 0.2% 20
2024
Q1 		$3.78M Buy
19,689
+70
+0.4% +$12.6K 0.21% 19
2023
Q4 		$3.53M Buy
19,619
+60
+0.3% +$9.79K 0.21% 19
2023
Q3 		$3.12M Sell
19,559
-248
-1% -$41.5K 0.21% 18
2023
Q2 		$3.28M Buy
19,807
+34
+0.2% +$5.35K 0.21% 14
2023
Q1 		$3.14M Sell
19,773
-370
-2% -$61.2K 0.21% 13
2022
Q4 		$3.2M Buy
20,143
+52
+0.3% +$8.28K 0.22% 13
2022
Q3 		$2.88M Buy
20,091
+5,355
+36% +$851K 0.22% 14
2022
Q2 		$2.21M Sell
14,736
-5,952
-29% -$976K 0.17% 17
2022
Q1 		$3.64M Sell
20,688
-99
-0.5% -$17.2K 0.27% 11
2021
Q4 		$3.72M Buy
+20,787
New +$3.7M 0.26% 13

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 22.9% 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

Index Fund Advisors's VBR Position: Q2 2026 in Review

Index Fund Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.68% in Q2 2026, selling an estimated $27K and leaving 16,974 shares worth $4.12M. The position accounts for 0.16% of the portfolio, ranked #37.

Index Fund Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Index Fund Advisors held 16,974 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.12M as of Q2 2026.
  • Index Fund Advisors sold 116 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $27K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.16% of Index Fund Advisors's portfolio in Q2 2026, its #37 holding.
  • Index Fund Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.