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Signature Estate & Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Signature Estate & 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
Q2 		$6.18M Sell
25,438
-4,344
-15% -$1.01M 0.11% 87
2026
Q1 		$6.47M Buy
29,782
+635
+2% +$142K 0.13% 82
2025
Q4 		$6.17M Buy
29,147
+2,184
+8% +$457K 0.12% 84
2025
Q3 		$5.63M Buy
26,963
+2,735
+11% +$559K 0.12% 90
2025
Q2 		$4.72M Buy
24,228
+6,074
+33% +$1.12M 0.11% 91
2025
Q1 		$3.38M Buy
18,154
+293
+2% +$57.9K 0.09% 109
2024
Q4 		$3.54M Buy
17,861
+873
+5% +$179K 0.09% 93
2024
Q3 		$3.41M Buy
16,988
+849
+5% +$163K 0.08% 87
2024
Q2 		$2.95M Buy
+16,139
New +$2.98M 0.07% 102
2020
Q1 		– Sell
-7,711
Closed -$1.06M – 161
2019
Q4 		$1.06M Sell
7,711
-80
-1% -$10.6K 0.06% 102
2019
Q3 		$1M Sell
7,791
-9
-0.1% -$1.15K 0.07% 100
2019
Q2 		$1.02M Buy
7,800
+890
+13% +$116K 0.07% 100
2019
Q1 		$890K Sell
6,910
-926
-12% -$118K 0.06% 107
2018
Q4 		$894K Buy
7,836
+69
+0.9% +$8.73K 0.08% 99
2018
Q3 		$1.08M Buy
7,767
+147
+2% +$20.6K 0.1% 83
2018
Q2 		$1.03M Sell
7,620
-258
-3% -$34.6K 0.1% 85
2018
Q1 		$1.02M Sell
7,878
-188
-2% -$24.9K 0.1% 80
2017
Q4 		$1.07M Sell
8,066
-170
-2% -$22.1K 0.11% 83
2017
Q3 		$1.05M Sell
8,236
-18,263
-69% -$2.25M 0.12% 77
2017
Q2 		$3.26M Buy
26,499
+921
+4% +$113K 0.39% 47
2017
Q1 		$3.14M Buy
25,578
+2,027
+9% +$249K 0.39% 45
2016
Q4 		$2.85M Sell
23,551
-3,742
-14% -$429K 0.4% 48
2016
Q3 		$3.02M Sell
27,293
-460
-2% -$50.4K 0.44% 46
2016
Q2 		$2.92M Sell
27,753
-1,614
-5% -$167K 0.47% 40
2016
Q1 		$2.99M Buy
29,367
+1,846
+7% +$174K 0.49% 42
2015
Q4 		$2.72M Buy
27,521
+516
+2% +$52.6K 0.47% 49
2015
Q3 		$2.62M Buy
27,005
+3,601
+15% +$374K 0.55% 44
2015
Q2 		$2.52M Buy
23,404
+2,864
+14% +$314K 0.56% 41
2015
Q1 		$2.25M Buy
20,540
+3,349
+19% +$356K 0.59% 39
2014
Q4 		$1.82M Buy
17,191
+1,688
+11% +$174K 0.6% 40
2014
Q3 		$1.55M Sell
15,503
-639
-4% -$66.2K 0.55% 41
2014
Q2 		$1.7M Buy
16,142
+785
+5% +$79.3K 0.6% 36
2014
Q1 		$1.54M Buy
15,357
+694
+5% +$67.7K 0.61% 36
2013
Q4 		$1.43M Buy
14,663
+2,263
+18% +$213K 0.71% 36
2013
Q3 		$1.12M Buy
12,400
+1,854
+18% +$164K 0.64% 33
2013
Q2 		$883K Buy
+10,546
New +$875K 0.64% 31

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Signature Estate & Investment Advisors's VBR Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 15% in Q2 2026, selling an estimated $1.01M and leaving 25,438 shares worth $6.18M. The position accounts for 0.11% of the portfolio, ranked #87.

Signature Estate & Investment Advisors first reported a position in VBR in Q2 2013 and has held it in 36 quarters since. The position peaked at $6.47M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Signature Estate & Investment Advisors held 25,438 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.18M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 4,344 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 36 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.47M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.