IFPL
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Investments & Financial Planning LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Investments & Financial Planning LLC’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 		$447K Buy
1,840
+1
+0.1% +$233 0.21% 27
2026
Q1 		$399K Sell
1,839
-8
-0.4% -$1.79K 0.22% 27
2025
Q4 		$391K Sell
1,847
-29
-2% -$6.07K 0.21% 28
2025
Q3 		$392K Sell
1,876
-70
-4% -$14.3K 0.21% 29
2025
Q2 		$379K Buy
1,946
+24
+1% +$4.44K 0.22% 27
2025
Q1 		$358K Buy
1,922
+24
+1% +$4.74K 0.23% 26
2024
Q4 		$376K Buy
1,898
+6
+0.3% +$1.23K 0.23% 25
2024
Q3 		$380K Sell
1,892
-1,035
-35% -$199K 0.24% 25
2024
Q2 		$534K Sell
2,927
-1
-0% -$185 0.36% 21
2024
Q1 		$562K Sell
2,928
-209
-7% -$37.7K 0.39% 19
2023
Q4 		$565K Sell
3,137
-22,950
-88% -$3.75M 0.42% 18
2023
Q3 		$4.16M Sell
26,087
-274
-1% -$45.8K 3.71% 5
2023
Q2 		$4.36M Sell
26,361
-1,935
-7% -$305K 3.78% 5
2023
Q1 		$4.49M Sell
28,296
-2,832
-9% -$469K 4.12% 5
2022
Q4 		$4.94M Buy
+31,128
New +$4.96M 4.84% 5
2022
Q2 		$4.83M Sell
32,211
-1,308
-4% -$214K 4.97% 7
2022
Q1 		$5.9M Buy
33,519
+643
+2% +$112K 5.16% 5
2021
Q4 		$5.72M Buy
+32,876
New +$5.85M 5.14% 5

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

Investments & Financial Planning LLC's VBR Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.05% in Q2 2026, buying an estimated $233 and bringing the position to 1,840 shares worth $447K. The position accounts for 0.21% of the portfolio, ranked #27.

Investments & Financial Planning LLC first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.9M in Q1 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Investments & Financial Planning LLC held 1,840 shares of Vanguard Morningstar Small-Cap Value ETF worth $447K as of Q2 2026.
  • Investments & Financial Planning LLC bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.21% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #27 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.9M in Q1 2022.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.