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Investmark Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Investmark Advisory Group’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
Q1 		$613K Buy
2,821
+100
+4% +$22.4K 0.26% 68
2025
Q4 		$576K Buy
2,721
+5
+0.2% +$1.05K 0.25% 70
2025
Q3 		$567K Buy
2,716
+116
+4% +$23.7K 0.25% 69
2025
Q2 		$507K Buy
2,600
+32
+1% +$5.92K 0.24% 74
2025
Q1 		$479K Buy
2,568
+29
+1% +$5.73K 0.24% 70
2024
Q4 		$503K Buy
2,539
+14
+0.6% +$2.87K 0.25% 68
2024
Q3 		$507K Buy
2,525
+5
+0.2% +$961 0.25% 70
2024
Q2 		$460K Sell
2,520
-1
-0% -$185 0.25% 72
2024
Q1 		$484K Buy
2,521
+22
+0.9% +$3.97K 0.27% 71
2023
Q4 		$450K Buy
2,499
+959
+62% +$157K 0.26% 71
2023
Q3 		$246K Buy
+1,540
New +$257K 0.17% 86
2022
Q1 		– Sell
-370
Closed -$66K – 341
2021
Q4 		$66K Buy
+370
New +$65.8K 0.06% 143

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investmark Advisory Group's VBR Position: Q1 2026 in Review

Investmark Advisory Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 3.7% in Q1 2026, buying an estimated $22.4K and bringing the position to 2,821 shares worth $613K. The position accounts for 0.26% of the portfolio, ranked #68.

Investmark Advisory Group first reported a position in VBR in Q4 2021 and has held it in 12 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Investmark Advisory Group held 2,821 shares of Vanguard Small-Cap Value ETF worth $613K as of Q1 2026.
  • Investmark Advisory Group bought 100 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $22.4K.
  • Vanguard Small-Cap Value ETF made up 0.26% of Investmark Advisory Group's portfolio in Q1 2026, its #68 holding.
  • Investmark Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.