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

IPG Investment 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	$537K	Hold	2,211	–	–	0.08%	157
2026 Q1	$480K	Hold	2,211	–	–	0.08%	146
2025 Q4	$468K	Hold	2,211	–	–	0.08%	140
2025 Q3	$464K	Hold	2,211	–	–	0.08%	135
2025 Q2	$433K	Hold	2,211	–	–	0.08%	116
2025 Q1	$412K	Buy	2,211 +1,137	+106%	+$225K	0.09%	109
2024 Q4	$213K	Buy	+1,074	New	+$220K	0.05%	158
2021 Q2	–	Sell	-1,785	Closed	-$296K	–	219
2021 Q1	$296K	Hold	1,785	–	–	0.06%	150
2020 Q4	$254K	Buy	+1,785	New	+$230K	0.06%	137

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

IPG Investment Advisors's VBR Position: Q2 2026 in Review

IPG Investment Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,211 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #157.

IPG Investment Advisors first reported a position in VBR in Q4 2020 and has held it in 9 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

IPG Investment Advisors held 2,211 shares of Vanguard Morningstar Small-Cap Value ETF worth $537K as of Q2 2026.
IPG Investment Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.08% of IPG Investment Advisors's portfolio in Q2 2026, its #157 holding.
IPG Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 9 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.