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

LifePlan 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 Q1	$5.71M	Sell	26,271 -647	-2%	-$145K	2.24%	10
2025 Q4	$5.7M	Buy	26,918 +438	+2%	+$91.7K	2.32%	9
2025 Q3	$5.53M	Buy	26,480 +698	+3%	+$143K	2.32%	10
2025 Q2	$5.03M	Buy	25,782 +63	+0.2%	+$11.7K	2.5%	9
2025 Q1	$4.79M	Buy	25,719 +841	+3%	+$166K	2.76%	8
2024 Q4	$4.93M	Sell	24,878 -864	-3%	-$177K	3.05%	4
2024 Q3	$5.17M	Buy	25,742 +466	+2%	+$89.6K	3.3%	5
2024 Q2	$4.61M	Buy	25,276 +915	+4%	+$169K	3.32%	7
2024 Q1	$4.67M	Sell	24,361 -8,980	-27%	-$1.62M	3.72%	4
2023 Q4	$6M	Buy	33,341 +880	+3%	+$144K	5.49%	4
2023 Q3	$5.18M	Buy	32,461 +744	+2%	+$124K	5.5%	3
2023 Q2	$5.25M	Buy	+31,717	New	+$4.99M	5.86%	3

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Investment Advisors's VBR Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.4% in Q1 2026, selling an estimated $145K and leaving 26,271 shares worth $5.71M. The position accounts for 2.24% of the portfolio, ranked #10.

LifePlan Investment Advisors first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. The position peaked at $6M in Q4 2023. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

LifePlan Investment Advisors held 26,271 shares of Vanguard Small-Cap Value ETF worth $5.71M as of Q1 2026.
LifePlan Investment Advisors sold 647 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $145K.
Vanguard Small-Cap Value ETF made up 2.24% of LifePlan Investment Advisors's portfolio in Q1 2026, its #10 holding.
LifePlan Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Vanguard Small-Cap Value ETF position peaked at $6M in Q4 2023.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.