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LifePlan Investment Advisors’s Vanguard Morningstar 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
Q2 		$6.3M Sell
25,925
-346
-1% -$80.5K 2.17% 9
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LifePlan Investment Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.3% in Q2 2026, selling an estimated $80.5K and leaving 25,925 shares worth $6.3M. The position accounts for 2.17% of the portfolio, ranked #9.

LifePlan Investment Advisors first reported a position in VBR in Q2 2023 and has held it in 13 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • LifePlan Investment Advisors held 25,925 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.3M as of Q2 2026.
  • LifePlan Investment Advisors sold 346 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $80.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.17% of LifePlan Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • LifePlan Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.