Abbot Financial Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Abbot Financial Management’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	$709K	Buy	3,264 +1	+0%	+$224	0.3%	87
2025 Q4	$691K	Buy	3,263 +1	+0%	+$209	0.29%	91
2025 Q3	$681K	Hold	3,262	–	–	0.29%	87
2025 Q2	$636K	Hold	3,262	–	–	0.29%	91
2025 Q1	$608K	Buy	3,262 +1	+0%	+$198	0.32%	91
2024 Q4	$646K	Buy	3,261 +176	+6%	+$36.1K	0.32%	80
2024 Q3	$619K	Buy	3,085 +225	+8%	+$43.3K	0.31%	90
2024 Q2	$522K	Buy	2,860 +325	+13%	+$60K	0.28%	93
2024 Q1	$486K	Buy	2,535 +300	+13%	+$54.1K	0.27%	95
2023 Q4	$402K	Buy	2,235 +230	+11%	+$37.5K	0.24%	96
2023 Q3	$320K	Buy	+2,005	New	+$335K	0.22%	98

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abbot Financial Management's VBR Position: Q1 2026 in Review

Abbot Financial Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.03% in Q1 2026, buying an estimated $224 and bringing the position to 3,264 shares worth $709K. The position accounts for 0.3% of the portfolio, ranked #87.

Abbot Financial Management first reported a position in VBR in Q3 2023 and has held it in 11 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Abbot Financial Management held 3,264 shares of Vanguard Small-Cap Value ETF worth $709K as of Q1 2026.
Abbot Financial Management bought 1 Vanguard Small-Cap Value ETF share in Q1 2026, an estimated $224.
Vanguard Small-Cap Value ETF made up 0.3% of Abbot Financial Management's portfolio in Q1 2026, its #87 holding.
Abbot Financial Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.