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Vickerman Investment Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vickerman Investment Advisors's VBR Position: Q1 2026 in Review

Vickerman Investment Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.52% in Q1 2026, buying an estimated $30.9K and bringing the position to 26,595 shares worth $5.78M. The position accounts for 1.21% of the portfolio, ranked #17.

Vickerman Investment Advisors first reported a position in VBR in Q3 2021 and has held it in 19 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Vickerman Investment Advisors held 26,595 shares of Vanguard Small-Cap Value ETF worth $5.78M as of Q1 2026.
  • Vickerman Investment Advisors bought 138 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $30.9K.
  • Vanguard Small-Cap Value ETF made up 1.21% of Vickerman Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Vickerman Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.