IFWM
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Institute for Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Institute for Wealth Management’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 		$5.64M Sell
23,212
-534
-2% -$124K 0.5% 40
2026
Q1 		$5.16M Buy
23,746
+448
+2% +$100K 0.55% 33
2025
Q4 		$4.93M Buy
23,298
+2,519
+12% +$527K 0.52% 38
2025
Q3 		$4.34M Buy
20,779
+1,809
+10% +$370K 0.45% 42
2025
Q2 		$3.7M Buy
18,970
+12,872
+211% +$2.38M 0.41% 46
2025
Q1 		$1.14M Buy
6,098
+666
+12% +$132K 0.15% 161
2024
Q4 		$1.08M Sell
5,432
-78
-1% -$16K 0.13% 157
2024
Q3 		$1.11M Sell
5,510
-20
-0.4% -$3.85K 0.14% 157
2024
Q2 		$1.01M Buy
5,530
+33
+0.6% +$6.1K 0.14% 162
2024
Q1 		$1.05M Buy
5,497
+22
+0.4% +$3.97K 0.14% 157
2023
Q4 		$985K Buy
5,475
+153
+3% +$25K 0.16% 153
2023
Q3 		$849K Hold
5,322
– – 0.15% 165
2023
Q2 		$880K Buy
5,322
+20
+0.4% +$3.15K 0.15% 165
2023
Q1 		$842K Sell
5,302
-1,168
-18% -$193K 0.16% 163
2022
Q4 		$1.03M Sell
6,470
-234
-3% -$37.3K 0.22% 129
2022
Q3 		$961K Sell
6,704
-3,250
-33% -$516K 0.22% 120
2022
Q2 		$1.49M Buy
9,954
+3,780
+61% +$620K 0.29% 87
2022
Q1 		$1.09M Buy
6,174
+9
+0.1% +$1.56K 0.18% 149
2021
Q4 		$1.1M Sell
6,165
-1,599
-21% -$284K 0.18% 142
2021
Q3 		$1.31M Sell
7,764
-311
-4% -$53.2K 0.23% 109
2021
Q2 		$1.4M Sell
8,075
-209
-3% -$36.2K 0.25% 102
2021
Q1 		$1.37M Buy
8,284
+2,156
+35% +$340K 0.26% 98
2020
Q4 		$871K Buy
6,128
+2,944
+92% +$380K 0.17% 155
2020
Q3 		$352K Buy
+3,184
New +$357K 0.08% 291
2020
Q1 		– Sell
-1,103
Closed -$151K – 662
2019
Q4 		$151K Buy
+1,103
New +$146K 0.03% 441
2019
Q3 		– Sell
-1,534
Closed -$200K – 471
2019
Q2 		$200K Sell
1,534
-409
-21% -$53.2K 0.04% 439
2019
Q1 		$250K Buy
+1,943
New +$247K 0.05% 369
2018
Q2 		– Sell
-6,769
Closed -$883K – 246
2018
Q1 		$883K Sell
6,769
-299
-4% -$39.6K 0.26% 143
2017
Q4 		$938K Sell
7,068
-451
-6% -$58.7K 0.22% 143
2017
Q3 		$961K Sell
7,519
-2,701
-26% -$333K 0.31% 105
2017
Q2 		$1.26M Buy
+10,220
New +$1.25M 0.35% 78
2015
Q4 		$1.46M Sell
14,761
-531
-3% -$54.2K 2.18% 13
2015
Q3 		$1.48M Buy
+15,292
New +$1.59M 2.81% 17
2014
Q3 		– Sell
-1,448
Closed -$153K – 68
2014
Q2 		$153K Sell
1,448
-19
-1% -$1.92K 0.13% 33
2014
Q1 		$148K Buy
1,467
+254
+21% +$24.8K 0.13% 47
2013
Q4 		$118K Buy
1,213
+348
+40% +$32.8K 0.09% 48
2013
Q3 		$78K Buy
+865
New +$76.5K 0.05% 42

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

Institute for Wealth Management's VBR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.2% in Q2 2026, selling an estimated $124K and leaving 23,212 shares worth $5.64M. The position accounts for 0.5% of the portfolio, ranked #40.

Institute for Wealth Management first reported a position in VBR in Q3 2013 and has held it in 37 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Institute for Wealth Management held 23,212 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.64M as of Q2 2026.
  • Institute for Wealth Management sold 534 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.5% of Institute for Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Institute for Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2013 and has held it in 37 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.