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Intelligence Driven Advisers’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Intelligence Driven Advisers’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
Q3 		$283K Buy
1,223
+5
+0.4% +$1.22K 0.05% 111
2026
Q2 		$296K Buy
1,218
+5
+0.4% +$1.16K 0.05% 109
2026
Q1 		$263K Buy
1,213
+7
+0.6% +$1.56K 0.05% 104
2025
Q4 		$255K Buy
1,206
+12
+1% +$2.51K 0.04% 110
2025
Q3 		$249K Buy
1,194
+5
+0.4% +$1.02K 0.03% 101
2025
Q2 		$232K Sell
1,189
-26
-2% -$4.81K 0.04% 107
2025
Q1 		$226K Buy
1,215
+34
+3% +$6.72K 0.04% 87
2024
Q4 		$234K Buy
1,181
+6
+0.5% +$1.23K 0.04% 92
2024
Q3 		$236K Buy
1,175
+12
+1% +$2.31K 0.03% 96
2024
Q2 		$212K Buy
+1,163
New +$215K 0.03% 98
2020
Q1 		– Sell
-3,097
Closed -$425K – 94
2019
Q4 		$425K Sell
3,097
-79
-2% -$10.5K 0.19% 55
2019
Q3 		$409K Sell
3,176
-148
-4% -$18.9K 0.19% 57
2019
Q2 		$434K Sell
3,324
-220
-6% -$28.6K 0.21% 65
2019
Q1 		$456K Buy
3,544
+957
+37% +$122K 0.25% 58
2018
Q4 		$295K Buy
+2,587
New +$327K 0.19% 77

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Intelligence Driven Advisers's VBR Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.41% in Q3 2026, buying an estimated $1.22K and bringing the position to 1,223 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #111.

Intelligence Driven Advisers first reported a position in VBR in Q4 2018 and has held it in 15 quarters since. The position peaked at $456K in Q1 2019. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Intelligence Driven Advisers held 1,223 shares of Vanguard Morningstar Small-Cap Value ETF worth $283K as of Q3 2026.
  • Intelligence Driven Advisers bought 5 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $1.22K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #111 holding.
  • Intelligence Driven Advisers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 15 quarters since.
  • Intelligence Driven Advisers's Vanguard Morningstar Small-Cap Value ETF position peaked at $456K in Q1 2019.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.