Riversedge Advisors
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Riversedge Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Riversedge 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
Q3 		$1.69M Sell
7,298
-538
-7% -$131K 0.21% 52
2026
Q2 		$1.9M Sell
7,836
-865
-10% -$201K 0.25% 43
2026
Q1 		$1.89M Sell
8,701
-292
-3% -$65.3K 0.31% 37
2025
Q4 		$1.9M Sell
8,993
-728
-7% -$152K 0.31% 34
2025
Q3 		$2.03M Sell
9,721
-475
-5% -$97.1K 0.34% 34
2025
Q2 		$1.99M Sell
10,196
-2,508
-20% -$464K 0.39% 32
2025
Q1 		$2.37M Sell
12,704
-1,527
-11% -$302K 0.53% 29
2024
Q4 		$2.82M Buy
14,231
+1,439
+11% +$295K 0.64% 30
2024
Q3 		$2.57M Buy
12,792
+433
+4% +$83.2K 0.58% 29
2024
Q2 		$2.26M Buy
12,359
+352
+3% +$65K 0.55% 31
2024
Q1 		$2.3M Buy
12,007
+1,033
+9% +$186K 0.57% 28
2023
Q4 		$1.98M Sell
10,974
-1,567
-12% -$256K 0.54% 27
2023
Q3 		$2M Sell
12,541
-3,652
-23% -$611K 0.59% 25
2023
Q2 		$2.68M Sell
16,193
-230
-1% -$36.2K 0.73% 27
2023
Q1 		$2.61M Buy
16,423
+2,131
+15% +$353K 0.76% 29
2022
Q4 		$2.27M Buy
14,292
+6,502
+83% +$1.04M 0.74% 28
2022
Q3 		$1.12M Buy
7,790
+1,508
+24% +$240K 0.4% 35
2022
Q2 		$941K Sell
6,282
-3,498
-36% -$574K 0.35% 34
2022
Q1 		$1.72M Buy
9,780
+2,673
+38% +$465K 0.56% 27
2021
Q4 		$1.27M Buy
7,107
+1,039
+17% +$185K 0.4% 31
2021
Q3 		$1.03M Buy
+6,068
New +$1.04M 0.35% 31
2020
Q1 		– Sell
-6,397
Closed -$877K – 45
2019
Q4 		$877K Buy
6,397
+769
+14% +$102K 1.04% 18
2019
Q3 		$680K Hold
5,628
– – 0.96% 19
2019
Q2 		$680K Buy
+5,628
New +$732K 0.96% 19

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Riversedge Advisors's VBR Position: Q3 2026 in Review

Riversedge Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.9% in Q3 2026, selling an estimated $131K and leaving 7,298 shares worth $1.69M. The position accounts for 0.21% of the portfolio, ranked #52.

Riversedge Advisors first reported a position in VBR in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.82M in Q4 2024. 1,286 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Riversedge Advisors held 7,298 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.69M as of Q3 2026.
  • Riversedge Advisors sold 538 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $131K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.21% of Riversedge Advisors's portfolio in Q3 2026, its #52 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2019 and has held it in 24 quarters since.
  • Riversedge Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.82M in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.