1WA
VBR icon

180 Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

180 Wealth 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 		$2.31M Sell
9,509
-295
-3% -$68.6K 0.23% 107
2026
Q1 		$2.13M Buy
9,804
+73
+0.8% +$16.3K 0.24% 106
2025
Q4 		$2.06M Sell
9,731
-119
-1% -$24.9K 0.23% 101
2025
Q3 		$2.06M Buy
9,850
+62
+0.6% +$12.7K 0.25% 98
2025
Q2 		$1.91M Sell
9,788
-30
-0.3% -$5.55K 0.27% 96
2025
Q1 		$1.83M Sell
9,818
-106
-1% -$20.9K 0.29% 90
2024
Q4 		$1.97M Sell
9,924
-36
-0.4% -$7.39K 0.31% 79
2024
Q3 		$2M Sell
9,960
-2
-0% -$384 0.31% 81
2024
Q2 		$1.87M Sell
9,962
-12
-0.1% -$2.22K 0.3% 83
2024
Q1 		$1.91M Sell
9,974
-78
-0.8% -$14.1K 0.34% 76
2023
Q4 		$1.81M Sell
10,052
-11
-0.1% -$1.8K 0.36% 78
2023
Q3 		$1.6M Sell
10,063
-108
-1% -$18.1K 0.36% 79
2023
Q2 		$1.69M Buy
10,171
+67
+0.7% +$10.5K 0.37% 75
2023
Q1 		$1.6M Buy
10,104
+33
+0.3% +$5.46K 0.37% 78
2022
Q4 		$1.71M Sell
10,071
-184
-2% -$29.3K 0.4% 74
2022
Q3 		$1.47M Sell
10,255
-54
-0.5% -$8.58K 0.4% 73
2022
Q2 		$1.57M Sell
10,309
-83
-0.8% -$13.6K 0.4% 71
2022
Q1 		$1.84M Buy
10,392
+291
+3% +$50.6K 0.4% 70
2021
Q4 		$1.7M Buy
10,101
+793
+9% +$141K 0.38% 76
2021
Q3 		$1.64M Buy
9,308
+326
+4% +$55.8K 0.36% 76
2021
Q2 		$1.56M Buy
8,982
+360
+4% +$62.4K 0.36% 78
2021
Q1 		$1.49M Buy
8,622
+224
+3% +$35.3K 0.37% 80
2020
Q4 		$1.27M Sell
8,398
-71
-0.8% -$9.16K 0.37% 79
2020
Q3 		$1.01M Buy
8,469
+121
+1% +$13.6K 0.38% 73
2020
Q2 		$911K Buy
8,348
+3,884
+87% +$390K 0.36% 76
2020
Q1 		$375K Buy
4,464
+1,445
+48% +$175K 0.19% 131
2019
Q4 		$415K Buy
3,019
+742
+33% +$98.3K 0.17% 148
2019
Q3 		$290K Buy
+2,277
New +$291K 0.13% 196

Other funds holding VBR

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return