RIA
VBR icon

Regal Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Regal 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
Q1 		$5.43M Buy
25,006
+335
+1% +$74.9K 0.31% 84
2025
Q4 		$5.23M Buy
24,671
+2,904
+13% +$608K 0.31% 81
2025
Q3 		$4.54M Buy
21,767
+3,827
+21% +$783K 0.3% 89
2025
Q2 		$3.5M Buy
17,940
+1,450
+9% +$268K 0.26% 98
2025
Q1 		$3.07M Buy
16,490
+5,765
+54% +$1.14M 0.25% 113
2024
Q4 		$2.13M Buy
10,725
+304
+3% +$62.4K 0.16% 152
2024
Q3 		$2.09M Sell
10,421
-474
-4% -$91.1K 0.15% 169
2024
Q2 		$1.99M Buy
10,895
+97
+0.9% +$17.9K 0.13% 174
2024
Q1 		$2.07M Buy
10,798
+191
+2% +$34.5K 0.14% 169
2023
Q4 		$1.91M Buy
10,607
+547
+5% +$89.3K 0.14% 162
2023
Q3 		$1.6M Buy
10,060
+884
+10% +$148K 0.14% 165
2023
Q2 		$1.52M Buy
9,176
+117
+1% +$18.4K 0.13% 166
2023
Q1 		$1.44M Buy
9,059
+367
+4% +$60.8K 0.13% 166
2022
Q4 		$1.38M Buy
8,692
+11
+0.1% +$1.75K 0.13% 154
2022
Q3 		$1.25M Buy
8,681
+457
+6% +$72.6K 0.13% 154
2022
Q2 		$1.23M Buy
8,224
+251
+3% +$41.2K 0.13% 162
2022
Q1 		$1.4M Sell
7,973
-72
-0.9% -$12.5K 0.13% 161
2021
Q4 		$1.44M Sell
8,045
-168
-2% -$29.9K 0.13% 164
2021
Q3 		$1.39M Buy
8,213
+258
+3% +$44.2K 0.13% 160
2021
Q2 		$1.38M Buy
+7,955
New +$1.38M 0.14% 156
2021
Q1 		– Sell
-7,913
Closed -$1.13M – 407
2020
Q4 		$1.13M Buy
+7,913
New +$1.02M 0.13% 164
2020
Q3 		– Sell
-7,966
Closed -$852K – 279
2020
Q2 		$852K Buy
+7,966
New +$799K 0.16% 136
2020
Q1 		– Sell
-6,467
Closed -$886K – 293
2019
Q4 		$886K Buy
6,467
+983
+18% +$130K 0.16% 143
2019
Q3 		$707K Buy
5,484
+349
+7% +$44.7K 0.14% 157
2019
Q2 		$670K Buy
5,135
+130
+3% +$16.9K 0.13% 159
2019
Q1 		$644K Sell
5,005
-193
-4% -$24.5K 0.13% 163
2018
Q4 		$593K Buy
5,198
+243
+5% +$30.7K 0.13% 171
2018
Q3 		$691K Buy
4,955
+587
+13% +$82.3K 0.15% 159
2018
Q2 		$593K Sell
4,368
-250
-5% -$33.5K 0.18% 149
2018
Q1 		$598K Buy
4,618
+54
+1% +$7.16K 0.13% 161
2017
Q4 		$606K Sell
4,564
-108
-2% -$14.1K 0.14% 161
2017
Q3 		$597K Sell
4,672
-112
-2% -$13.8K 0.14% 161
2017
Q2 		$588K Buy
4,784
+298
+7% +$36.4K 0.15% 156
2017
Q1 		$551K Buy
4,486
+556
+14% +$68.3K 0.14% 163
2016
Q4 		$476K Buy
3,930
+1,106
+39% +$127K 0.13% 159
2016
Q3 		$312K Buy
2,824
+634
+29% +$69.5K 0.09% 201
2016
Q2 		$231K Buy
+2,190
New +$227K 0.06% 227
2015
Q4 		– Sell
-637
Closed -$61K – 853
2015
Q3 		$61K Buy
637
+99
+18% +$10.3K 0.02% 406
2015
Q2 		$58K Sell
538
-14
-3% -$1.54K 0.02% 395
2015
Q1 		$60K Hold
552
– – 0.01% 404
2014
Q4 		$58K Hold
552
– – 0.02% 377
2014
Q3 		$55K Buy
552
+333
+152% +$34.5K 0.02% 398
2014
Q2 		$23K Hold
219
– – 0.01% 525
2014
Q1 		$22K Hold
219
– – 0.01% 491
2013
Q4 		$21K Sell
219
-1,754
-89% -$165K 0.01% 441
2013
Q3 		$178K Sell
1,973
-1,019
-34% -$90.2K 0.1% 173
2013
Q2 		$250K Buy
+2,992
New +$248K 0.14% 143

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 $3.51B AUM 13.98% 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

Regal Investment Advisors's VBR Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.4% in Q1 2026, buying an estimated $74.9K and bringing the position to 25,006 shares worth $5.43M. The position accounts for 0.31% of the portfolio, ranked #84.

Regal Investment Advisors first reported a position in VBR in Q2 2013 and has held it in 47 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Regal Investment Advisors held 25,006 shares of Vanguard Small-Cap Value ETF worth $5.43M as of Q1 2026.
  • Regal Investment Advisors bought 335 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $74.9K.
  • Vanguard Small-Cap Value ETF made up 0.31% of Regal Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • Regal Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2013 and has held it in 47 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.