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

Victrix 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 		– Sell
-4,126
Closed -$896K – 103
2026
Q1 		$896K Buy
4,126
+563
+16% +$126K 0.33% 67
2025
Q4 		$755K Buy
+3,563
New +$746K 0.29% 68
2025
Q3 		– Sell
-3,504
Closed -$683K – 97
2025
Q2 		$683K Buy
3,504
+1,897
+118% +$351K 0.3% 65
2025
Q1 		$299K Buy
+1,607
New +$317K 0.16% 83

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Victrix Investment Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 4,126 shares — an estimated $896K sold.

Victrix Investment Advisors first reported a position in VBR in Q1 2025 and held it in 4 quarters. The position peaked at $896K in Q1 2026. 1,176 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Victrix Investment Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Victrix Investment Advisors sold 4,126 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $896K.
  • Victrix Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • Victrix Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $896K in Q1 2026.
  • 1,176 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.