Investor's Fiduciary Advisor Network’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.28M	Sell	5,279 -1,068	-17%	-$248K	0.44%	61
2026 Q1	$1.38M	Sell	6,347 -863	-12%	-$193K	0.42%	67
2025 Q4	$1.53M	Sell	7,210 -796	-10%	-$167K	0.33%	69
2025 Q3	$1.67M	Sell	8,006 -664	-8%	-$136K	0.57%	42
2025 Q2	$1.69M	Sell	8,670 -662	-7%	-$123K	0.63%	42
2025 Q1	$1.74M	Sell	9,332 -1,770	-16%	-$350K	0.82%	35
2024 Q4	$2.2M	Buy	+11,102	New	+$2.28M	0.84%	29

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investor's Fiduciary Advisor Network's VBR Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 17% in Q2 2026, selling an estimated $248K and leaving 5,279 shares worth $1.28M. The position accounts for 0.44% of the portfolio, ranked #61.

Investor's Fiduciary Advisor Network first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Investor's Fiduciary Advisor Network held 5,279 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.28M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 1,068 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $248K.
Vanguard Morningstar Small-Cap Value ETF made up 0.44% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #61 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.2M in Q4 2024.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.