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 Q3	$825K	Sell	3,569 -370	-9%	-$90.3K	0.13%	172
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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

VisionPoint Advisory Group's VBR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.4% in Q3 2026, selling an estimated $90.3K and leaving 3,569 shares worth $825K. The position accounts for 0.13% of the portfolio, ranked #172.

VisionPoint Advisory Group first reported a position in VBR in Q2 2025 and has held it in 6 quarters since. The position peaked at $957K in Q2 2026. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

VisionPoint Advisory Group held 3,569 shares of Vanguard Morningstar Small-Cap Value ETF worth $825K as of Q3 2026.
VisionPoint Advisory Group sold 370 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $90.3K.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #172 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $957K in Q2 2026.
113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.