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Advisory Solutions Group, LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Advisory Solutions Group, LLC’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 		$270K Buy
+1,112
New +$259K 0.09% 160

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
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SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Advisory Solutions Group, LLC's VBR Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,112 shares worth $270K. The stake represents 0.09% of the portfolio and ranks #160 among its holdings.

846 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Advisory Solutions Group, LLC held 1,112 shares of Vanguard Morningstar Small-Cap Value ETF worth $270K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #160 holding.
  • 846 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.