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Lynx Investment Advisory’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Lynx Investment Advisory’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 		$277K Buy
+1,276
New +$285K 0.13% 148
2024
Q3 		– Sell
-315
Closed -$57.5K – 746
2024
Q2 		$57.5K Buy
+315
New +$58.2K 0.04% 239

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 $4.05B AUM 19.01% 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

Lynx Investment Advisory's VBR Position: Q1 2026 in Review

Lynx Investment Advisory opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 1,276 shares worth $277K. The stake represents 0.13% of the portfolio and ranks #148 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in VBR as recently as Q2 2024.

Lynx Investment Advisory first reported a position in VBR in Q2 2024 and has held it in 2 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Lynx Investment Advisory held 1,276 shares of Vanguard Small-Cap Value ETF worth $277K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Lynx Investment Advisory position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.13% of Lynx Investment Advisory's portfolio in Q1 2026, its #148 holding.
  • Lynx Investment Advisory first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.