VFG
VBR icon

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

Victory 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
Q1 		$14.2M Buy
65,567
+2,985
+5% +$667K 1.75% 14
2025
Q4 		$13.3M Sell
62,582
-3,010
-5% -$630K 1.67% 15
2025
Q3 		$13.7M Buy
65,592
+4,312
+7% +$882K 1.88% 13
2025
Q2 		$12M Buy
61,280
+3,369
+6% +$624K 1.9% 13
2025
Q1 		$10.8M Buy
57,911
+5,955
+11% +$1.18M 2.07% 12
2024
Q4 		$10.3M Buy
+51,956
New +$10.7M 2.71% 8
2024
Q2 		$8.03M Buy
44,021
+4,694
+12% +$867K 3.76% 8
2024
Q1 		$7.55M Buy
39,327
+6,919
+21% +$1.25M 4.47% 7
2023
Q4 		$5.83M Buy
+32,408
New +$5.29M 3.94% 7

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Morgan Stanley
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Betterment LLC
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AL
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Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return