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Private Advisor Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-46,200
Closed -$73.7K – 2515
2023
Q3 		$73.7K Buy
+46,200
New +$7.72M ﹤0.01% 1995

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Private Advisor Group's VBR Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 50% in Q2 2026, selling an estimated $11.8M and leaving 51,111 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #336.

Private Advisor Group first reported a position in VBR in Q4 2013 and has held it in 51 quarters since. The position peaked at $30.9M in Q4 2025. 839 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Private Advisor Group held 51,111 shares of Vanguard Small-Cap Value ETF worth $12.4M as of Q2 2026.
  • Private Advisor Group sold 50,619 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $11.8M.
  • Vanguard Small-Cap Value ETF made up 0.06% of Private Advisor Group's portfolio in Q2 2026, its #336 holding.
  • Private Advisor Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Vanguard Small-Cap Value ETF position peaked at $30.9M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.