NAAA
VBR icon

New Age Alpha Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

New Age Alpha 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 		$3.08M Sell
12,665
-4,959
-28% -$1.15M 0.13% 205
2026
Q1 		$3.83M Sell
17,624
-7,661
-30% -$1.71M 0.18% 167
2025
Q4 		$5.36M Buy
25,285
+10,796
+75% +$2.26M 0.23% 116
2025
Q3 		$3.02M Sell
14,489
-11,368
-44% -$2.32M 0.13% 225
2025
Q2 		$5.04M Buy
25,857
+15,601
+152% +$2.89M 0.22% 119
2025
Q1 		$1.91M Buy
+10,256
New +$2.03M 0.09% 321

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

New Age Alpha Advisors's VBR Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 28% in Q2 2026, selling an estimated $1.15M and leaving 12,665 shares worth $3.08M. The position accounts for 0.13% of the portfolio, ranked #205.

New Age Alpha Advisors first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.36M in Q4 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • New Age Alpha Advisors held 12,665 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.08M as of Q2 2026.
  • New Age Alpha Advisors sold 4,959 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.15M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of New Age Alpha Advisors's portfolio in Q2 2026, its #205 holding.
  • New Age Alpha Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.36M in Q4 2025.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.