VisionPoint Advisory Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

VisionPoint Advisory 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 Q2	$957K	Sell	3,939 -178	-4%	-$41.4K	0.16%	148
2026 Q1	$894K	Buy	4,117 +13	+0.3%	+$2.91K	0.17%	138
2025 Q4	$869K	Sell	4,104 -28	-0.7%	-$5.86K	0.17%	131
2025 Q3	$862K	Buy	4,132 +222	+6%	+$45.4K	0.17%	134
2025 Q2	$762K	Buy	+3,910	New	+$724K	0.17%	139

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VisionPoint Advisory Group's VBR Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.3% in Q2 2026, selling an estimated $41.4K and leaving 3,939 shares worth $957K. The position accounts for 0.16% of the portfolio, ranked #148.

VisionPoint Advisory Group first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

VisionPoint Advisory Group held 3,939 shares of Vanguard Morningstar Small-Cap Value ETF worth $957K as of Q2 2026.
VisionPoint Advisory Group sold 178 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $41.4K.
Vanguard Morningstar Small-Cap Value ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q2 2026, its #148 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.