Iron Gate Global Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Iron Gate Global 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	$1.28M	Sell	5,262 -16	-0.3%	-$3.72K	0.12%	35
2026 Q1	$1.15M	Hold	5,278	–	–	0.12%	36
2025 Q4	$1.12M	Buy	5,278 +78	+2%	+$16.3K	0.11%	39
2025 Q3	$1.08M	Hold	5,200	–	–	0.11%	40
2025 Q2	$1.02M	Hold	5,200	–	–	0.11%	36
2025 Q1	$969K	Hold	5,200	–	–	0.13%	40
2024 Q4	$1.03M	Hold	5,200	–	–	0.15%	40
2024 Q3	$1.04M	Buy	5,200 +29	+0.6%	+$5.58K	0.16%	40
2024 Q2	$944K	Hold	5,171	–	–	0.16%	41
2024 Q1	$987K	Sell	5,171 -486	-9%	-$87.7K	0.18%	42
2023 Q4	$1.02M	Hold	5,657	–	–	0.2%	39
2023 Q3	$905K	Hold	5,657	–	–	0.2%	40
2023 Q2	$936K	Hold	5,657	–	–	0.2%	41
2023 Q1	$898K	Hold	5,657	–	–	0.22%	40
2022 Q4	$898K	Hold	5,657	–	–	0.25%	39
2022 Q3	$831K	Hold	5,657	–	–	0.23%	35
2022 Q2	$843K	Hold	5,657	–	–	0.23%	39
2022 Q1	$995K	Buy	5,657 +2,222	+65%	+$386K	0.23%	37
2021 Q4	$627K	Hold	3,435	–	–	0.15%	52
2021 Q3	$581K	Sell	3,435 -886	-21%	-$152K	0.16%	56
2021 Q2	$843K	Buy	4,321 +1,519	+54%	+$263K	0.24%	45
2021 Q1	$464K	Buy	+2,802	New	+$441K	0.15%	61

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

Iron Gate Global Advisors's VBR Position: Q2 2026 in Review

Iron Gate Global Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.3% in Q2 2026, selling an estimated $3.72K and leaving 5,262 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #35.

Iron Gate Global Advisors first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Iron Gate Global Advisors held 5,262 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.28M as of Q2 2026.
Iron Gate Global Advisors sold 16 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.72K.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Iron Gate Global Advisors's portfolio in Q2 2026, its #35 holding.
Iron Gate Global Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.