Ipsen Advisor Group’s Vanguard Morningstar 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 Q2	$230K	Buy	946 +4	+0.4%	+$930	0.15%	99
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 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

Ipsen Advisor Group's VBR Position: Q2 2026 in Review

Ipsen Advisor Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.42% in Q2 2026, buying an estimated $930 and bringing the position to 946 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #99.

Ipsen Advisor Group first reported a position in VBR in Q4 2022 and has held it in 5 quarters since. The position peaked at $446K in Q4 2022. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Ipsen Advisor Group held 946 shares of Vanguard Morningstar Small-Cap Value ETF worth $230K as of Q2 2026.
Ipsen Advisor Group bought 4 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $930.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Ipsen Advisor Group's portfolio in Q2 2026, its #99 holding.
Ipsen Advisor Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
Ipsen Advisor Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $446K in Q4 2022.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.