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

Vickerman 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 		$6.48M Buy
26,660
+65
+0.2% +$15.1K 1.26% 17
2026
Q1 		$5.78M Buy
26,595
+138
+0.5% +$30.9K 1.21% 17
2025
Q4 		$5.6M Buy
26,457
+1,850
+8% +$387K 1.12% 19
2025
Q3 		$5.14M Buy
24,607
+173
+0.7% +$35.4K 1.04% 21
2025
Q2 		$4.76M Buy
24,434
+3,411
+16% +$631K 1.02% 22
2025
Q1 		$3.92M Buy
21,023
+3,270
+18% +$646K 0.89% 28
2024
Q4 		$3.52M Sell
17,753
-386
-2% -$79.2K 0.96% 31
2024
Q3 		$3.64M Buy
18,139
+420
+2% +$80.7K 1.07% 27
2024
Q2 		$3.23M Buy
17,719
+61
+0.3% +$11.3K 1.04% 32
2024
Q1 		$3.39M Sell
17,658
-63
-0.4% -$11.4K 1.09% 29
2023
Q4 		$3.19M Sell
17,721
-2,926
-14% -$478K 1.09% 28
2023
Q3 		$3.29M Sell
20,647
-40
-0.2% -$6.69K 1.34% 24
2023
Q2 		$3.42M Sell
20,687
-678
-3% -$107K 1.34% 25
2023
Q1 		$3.39M Sell
21,365
-5,623
-21% -$931K 1.34% 20
2022
Q4 		$4.29M Sell
26,988
-4,449
-14% -$708K 1.95% 13
2022
Q3 		$4.51M Buy
31,437
+1,163
+4% +$185K 2.18% 13
2022
Q2 		$4.54M Buy
30,274
+736
+2% +$121K 2.15% 13
2022
Q1 		$4.88M Buy
29,538
+567
+2% +$98.6K 2.17% 16
2021
Q4 		$5.18M Buy
28,971
+4,561
+19% +$811K 2.09% 15
2021
Q3 		$4.13M Buy
+24,410
New +$4.18M 1.65% 16

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

Vickerman Investment Advisors's VBR Position: Q2 2026 in Review

Vickerman Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.24% in Q2 2026, buying an estimated $15.1K and bringing the position to 26,660 shares worth $6.48M. The position accounts for 1.26% of the portfolio, ranked #17.

Vickerman Investment Advisors first reported a position in VBR in Q3 2021 and has held it in 20 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Vickerman Investment Advisors held 26,660 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.48M as of Q2 2026.
  • Vickerman Investment Advisors bought 65 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $15.1K.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.26% of Vickerman Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Vickerman Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.