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

Inspire 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
Q1 		$303K Buy
1,397
+24
+2% +$5.37K 0.02% 465
2025
Q4 		$291K Sell
1,373
-54
-4% -$11.3K 0.03% 414
2025
Q3 		$298K Sell
1,427
-47
-3% -$9.61K 0.03% 386
2025
Q2 		$288K Buy
1,474
+18
+1% +$3.33K 0.03% 384
2025
Q1 		$271K Sell
1,456
-148
-9% -$29.2K 0.03% 362
2024
Q4 		$318K Sell
1,604
-507
-24% -$104K 0.04% 296
2024
Q3 		$424K Sell
2,111
-94
-4% -$18.1K 0.05% 259
2024
Q2 		$402K Sell
2,205
-632
-22% -$117K 0.05% 251
2024
Q1 		$544K Sell
2,837
-164
-5% -$29.6K 0.08% 192
2023
Q4 		$540K Sell
3,001
-11,103
-79% -$1.81M 0.08% 164
2023
Q3 		$2.25M Buy
14,104
+6,241
+79% +$1.04M 0.4% 28
2023
Q2 		$1.3M Buy
+7,863
New +$1.24M 0.25% 28
2021
Q1 		– Sell
-57
Closed -$8K – 687
2020
Q4 		$8K Buy
+57
New +$7.35K ﹤0.01% 551

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Inspire Advisors's VBR Position: Q1 2026 in Review

Inspire Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.7% in Q1 2026, buying an estimated $5.37K and bringing the position to 1,397 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #465.

Inspire Advisors first reported a position in VBR in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.25M in Q3 2023. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Inspire Advisors held 1,397 shares of Vanguard Small-Cap Value ETF worth $303K as of Q1 2026.
  • Inspire Advisors bought 24 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $5.37K.
  • Vanguard Small-Cap Value ETF made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #465 holding.
  • Inspire Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 13 quarters since.
  • Inspire Advisors's Vanguard Small-Cap Value ETF position peaked at $2.25M in Q3 2023.
  • 1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.