SFG
VBR icon

Sovereign Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sovereign Financial 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
2026
Q2 		$240K Buy
988
+65
+7% +$15.1K 0.04% 332
2026
Q1 		$201K Buy
+923
New +$206K 0.03% 346

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

Sovereign Financial Group's VBR Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7% in Q2 2026, buying an estimated $15.1K and bringing the position to 988 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #332.

Sovereign Financial Group first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sovereign Financial Group held 988 shares of Vanguard Morningstar Small-Cap Value ETF worth $240K as of Q2 2026.
  • Sovereign Financial Group bought 65 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $15.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #332 holding.
  • Sovereign Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.