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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
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

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

Intelligence Driven Advisers's VBR Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.41% in Q2 2026, buying an estimated $1.16K and bringing the position to 1,218 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #109.

Intelligence Driven Advisers first reported a position in VBR in Q4 2018 and has held it in 14 quarters since. The position peaked at $456K in Q1 2019. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Intelligence Driven Advisers held 1,218 shares of Vanguard Morningstar Small-Cap Value ETF worth $296K as of Q2 2026.
  • Intelligence Driven Advisers bought 5 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Intelligence Driven Advisers's portfolio in Q2 2026, its #109 holding.
  • Intelligence Driven Advisers first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 14 quarters since.
  • Intelligence Driven Advisers's Vanguard Morningstar Small-Cap Value ETF position peaked at $456K in Q1 2019.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.