IWA
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Inspirion Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Inspirion Wealth 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 		$19.8M Sell
81,368
-18,724
-19% -$4.36M 2.26% 13
2026
Q1 		$21.7M Sell
100,092
-24,766
-20% -$5.54M 2.71% 10
2025
Q4 		$26.4M Sell
124,858
-99,504
-44% -$20.8M 3.24% 10
2025
Q3 		$45M Sell
224,362
-7,562
-3% -$1.55M 6.3% 5
2025
Q2 		$45.2M Sell
231,924
-2,709
-1% -$501K 5.99% 5
2025
Q1 		$43.7M Buy
234,633
+3,488
+2% +$689K 6.07% 5
2024
Q4 		$45.9M Buy
231,145
+6,783
+3% +$1.39M 6.41% 5
2024
Q3 		$45M Buy
224,362
+4,798
+2% +$922K 6.3% 5
2024
Q2 		$40.1M Buy
219,564
+6,002
+3% +$1.11M 6.13% 5
2024
Q1 		$41M Buy
213,562
+4,713
+2% +$850K 6.77% 4
2023
Q4 		$37.5M Buy
208,849
+6,631
+3% +$1.08M 6.76% 4
2023
Q3 		$32.3M Buy
202,218
+4,162
+2% +$696K 6.29% 5
2023
Q2 		$32.8M Buy
198,056
+7,062
+4% +$1.11M 6.28% 5
2023
Q1 		$30.3M Sell
190,994
-77
-0% -$12.7K 6.08% 5
2022
Q4 		$30.3M Sell
191,071
-10,890
-5% -$1.73M 6.43% 4
2022
Q3 		$29M Buy
201,961
+6,217
+3% +$988K 6.53% 4
2022
Q2 		$29.3M Sell
195,744
-7,789
-4% -$1.28M 6.44% 4
2022
Q1 		$35.8M Buy
203,533
+9,499
+5% +$1.65M 7.33% 4
2021
Q4 		$34.7M Buy
194,034
+2,620
+1% +$466K 7.31% 4
2021
Q3 		$32.4M Buy
191,414
+8,380
+5% +$1.43M 7.45% 2
2021
Q2 		$31.8M Buy
183,034
+5,392
+3% +$934K 7.83% 2
2021
Q1 		$29.4M Buy
177,642
+11,339
+7% +$1.79M 7.8% 3
2020
Q4 		$23.6M Buy
166,303
+2,267
+1% +$292K 6.66% 6
2020
Q3 		$18.1M Buy
164,036
+50,152
+44% +$5.62M 6.24% 8
2020
Q2 		$12.2M Buy
113,884
+1,223
+1% +$123K 4.78% 10
2020
Q1 		$10M Buy
112,661
+5,198
+5% +$631K 4.94% 10
2019
Q4 		$14.7M Buy
107,463
+1,253
+1% +$166K 4.97% 10
2019
Q3 		$13.7M Buy
106,210
+915
+0.9% +$117K 5.99% 7
2019
Q2 		$13.7M Buy
105,295
+3,617
+4% +$470K 5.94% 9
2019
Q1 		$13.1M Buy
101,678
+6,689
+7% +$851K 5.8% 9
2018
Q4 		$10.8M Sell
94,989
-10,519
-10% -$1.33M 5.41% 9
2018
Q3 		$14.7M Buy
105,508
+2,222
+2% +$312K 6.24% 8
2018
Q2 		$14M Buy
103,286
+4,206
+4% +$564K 6.61% 7
2018
Q1 		$12.8M Buy
99,080
+5,749
+6% +$762K 6.27% 7
2017
Q4 		$12.4M Buy
93,331
+478
+0.5% +$62.2K 6.02% 5
2017
Q3 		$11.9M Buy
92,853
+2,762
+3% +$341K 6.02% 5
2017
Q2 		$11.1M Buy
90,091
+7,210
+9% +$881K 6.01% 5
2017
Q1 		$10.2M Buy
82,881
+9,939
+14% +$1.22M 5.76% 5
2016
Q4 		$8.83M Buy
72,942
+3,002
+4% +$344K 5.6% 5
2016
Q3 		$7.74M Buy
69,940
+1,442
+2% +$158K 5.02% 6
2016
Q2 		$7.21M Buy
68,498
+2,696
+4% +$280K 4.71% 6
2016
Q1 		$6.7M Buy
65,802
+4,935
+8% +$464K 4.7% 6
2015
Q4 		$6.01M Buy
60,867
+1,599
+3% +$163K 4.41% 7
2015
Q3 		$5.74M Buy
59,268
+2,759
+5% +$286K 4.53% 7
2015
Q2 		$6.09M Buy
56,509
+5,493
+11% +$603K 4.51% 7
2015
Q1 		$5.58M Buy
51,016
+20,113
+65% +$2.14M 4.49% 7
2014
Q4 		$3.27M Buy
+30,903
New +$3.19M 3.03% 9

Other funds holding VBR

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Inspirion Wealth Advisors's VBR Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 19% in Q2 2026, selling an estimated $4.36M and leaving 81,368 shares worth $19.8M. The position accounts for 2.26% of the portfolio, ranked #13.

Inspirion Wealth Advisors first reported a position in VBR in Q4 2014 and has held it in 47 quarters since. The position peaked at $45.9M in Q4 2024. 839 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Inspirion Wealth Advisors held 81,368 shares of Vanguard Morningstar Small-Cap Value ETF worth $19.8M as of Q2 2026.
  • Inspirion Wealth Advisors sold 18,724 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.36M.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.26% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Inspirion Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • Inspirion Wealth Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $45.9M in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.