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Lynx Investment Advisory’s Vanguard Morningstar 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
Q2 		$1.32M Buy
5,438
+4,162
+326% +$968K 0.43% 60
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 $1.55T 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 22.9% 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

Lynx Investment Advisory's VBR Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 326% in Q2 2026, buying an estimated $968K and bringing the position to 5,438 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #60.

Lynx Investment Advisory first reported a position in VBR in Q2 2024 and has held it in 3 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Lynx Investment Advisory held 5,438 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.32M as of Q2 2026.
  • Lynx Investment Advisory bought 4,162 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $968K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.43% of Lynx Investment Advisory's portfolio in Q2 2026, its #60 holding.
  • Lynx Investment Advisory first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.