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Ipsen Advisor Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Ipsen Advisor 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 		$205K Buy
+942
New +$211K 0.14% 102
2025
Q3 		– Sell
-1,042
Closed -$203K – 105
2025
Q2 		$203K Buy
+1,042
New +$193K 0.15% 98
2025
Q1 		– Sell
-1,036
Closed -$205K – 95
2024
Q4 		$205K Buy
+1,036
New +$213K 0.18% 92
2022
Q4 		$446K Buy
+2,808
New +$447K 0.51% 46

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 $3.51B AUM 13.98% 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

Ipsen Advisor Group's VBR Position: Q1 2026 in Review

Ipsen Advisor Group opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 942 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings. This is a return to the name: Ipsen Advisor Group previously reported a position in VBR as recently as Q2 2025.

Ipsen Advisor Group first reported a position in VBR in Q4 2022 and has held it in 4 quarters since. The position peaked at $446K in Q4 2022. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Ipsen Advisor Group held 942 shares of Vanguard Small-Cap Value ETF worth $205K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Ipsen Advisor Group position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.14% of Ipsen Advisor Group's portfolio in Q1 2026, its #102 holding.
  • Ipsen Advisor Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
  • Ipsen Advisor Group's Vanguard Small-Cap Value ETF position peaked at $446K in Q4 2022.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.