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

Invested 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	$206K	Buy	+848	New	+$197K	0.18%	145

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Invested Advisors's VBR Position: Q2 2026 in Review

Invested Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 848 shares worth $206K. The stake represents 0.18% of the portfolio and ranks #145 among its holdings.

1,100 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Invested Advisors held 848 shares of Vanguard Morningstar Small-Cap Value ETF worth $206K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Invested Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.18% of Invested Advisors's portfolio in Q2 2026, its #145 holding.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.