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

Sovran 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 		$588K Buy
2,371
+1,078
+83% +$251K 0.04% 350
2026
Q1 		$301K Sell
1,293
-72
-5% -$16.1K 0.02% 458
2025
Q4 		$308K Sell
1,365
-83
-6% -$17.4K 0.03% 443
2025
Q3 		$298K Buy
1,448
+348
+32% +$71.2K 0.03% 434
2025
Q2 		$220K Buy
+1,100
New +$204K 0.02% 462

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

Sovran Advisors's VBR Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 83% in Q2 2026, buying an estimated $251K and bringing the position to 2,371 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #350.

Sovran Advisors first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sovran Advisors held 2,371 shares of Vanguard Morningstar Small-Cap Value ETF worth $588K as of Q2 2026.
  • Sovran Advisors bought 1,078 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $251K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #350 holding.
  • Sovran Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.