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

Investment 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	$236K	Buy	1,086 +78	+8%	+$17.4K	0.06%	173
2025 Q4	$214K	Hold	1,008	–	–	0.05%	184
2025 Q3	$210K	Buy	+1,008	New	+$206K	0.06%	183
2025 Q1	–	Sell	-1,108	Closed	-$220K	–	172
2024 Q4	$220K	Sell	1,108 -130	-11%	-$26.7K	0.07%	155
2024 Q3	$249K	Sell	1,238 -102	-8%	-$19.6K	0.09%	146
2024 Q2	$245K	Hold	1,340	–	–	0.09%	137
2024 Q1	$257K	Hold	1,340	–	–	0.11%	131
2023 Q4	$241K	Hold	1,340	–	–	0.11%	126
2023 Q3	$214K	Hold	1,340	–	–	0.11%	131
2023 Q2	$222K	Sell	1,340 -72	-5%	-$11.3K	0.11%	127
2023 Q1	$224K	Hold	1,412	–	–	0.13%	123
2022 Q4	$224K	Buy	+1,412	New	+$225K	0.14%	124
2022 Q3	–	Sell	-1,340	Closed	-$201K	–	131
2022 Q2	$201K	Hold	1,340	–	–	0.14%	119
2022 Q1	$236K	Hold	1,340	–	–	0.14%	112
2021 Q4	$233K	Buy	+1,340	New	+$238K	0.15%	107

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Investment Advisory Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.7% in Q1 2026, buying an estimated $17.4K and bringing the position to 1,086 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #173.

Investment Advisory Group first reported a position in VBR in Q4 2021 and has held it in 15 quarters since. The position peaked at $257K in Q1 2024. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Investment Advisory Group held 1,086 shares of Vanguard Morningstar Small-Cap Value ETF worth $236K as of Q1 2026.
Investment Advisory Group bought 78 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $17.4K.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #173 holding.
Investment Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
Investment Advisory Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $257K in Q1 2024.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.