AIM
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Acropolis Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Acropolis Investment 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
Q2 		$3.47M Buy
14,278
+630
+5% +$147K 0.14% 64
2026
Q1 		$2.97M Buy
13,648
+260
+2% +$58.1K 0.13% 62
2025
Q4 		$2.84M Buy
13,388
+280
+2% +$58.6K 0.13% 63
2025
Q3 		$2.56M Buy
13,108
+505
+4% +$103K 0.13% 66
2025
Q2 		$2.46M Buy
12,603
+155
+1% +$28.7K 0.14% 61
2025
Q1 		$2.32M Buy
12,448
+210
+2% +$41.5K 0.14% 60
2024
Q4 		$2.43M Sell
12,238
-138
-1% -$28.3K 0.14% 58
2024
Q3 		$2.48M Buy
12,376
+120
+1% +$23.1K 0.15% 57
2024
Q2 		$2.24M Buy
12,256
+105
+0.9% +$19.4K 0.14% 60
2024
Q1 		$2.33M Sell
12,151
-463
-4% -$83.5K 0.15% 55
2023
Q4 		$2.27M Sell
12,614
-595
-5% -$97.1K 0.16% 55
2023
Q3 		$2.11M Sell
13,209
-214
-2% -$35.8K 0.16% 55
2023
Q2 		$2.22M Buy
13,423
+308
+2% +$48.5K 0.17% 57
2023
Q1 		$2.08M Buy
13,115
+409
+3% +$67.7K 0.17% 57
2022
Q4 		$2.02M Buy
12,706
+2,306
+22% +$367K 0.18% 50
2022
Q3 		$1.49M Buy
10,400
+2,506
+32% +$398K 0.15% 60
2022
Q2 		$1.18M Buy
7,894
+2,035
+35% +$334K 0.12% 74
2022
Q1 		$1.03M Buy
5,859
+115
+2% +$20K 0.09% 90
2021
Q4 		$1.03M Buy
5,744
+144
+3% +$25.6K 0.09% 85
2021
Q3 		$886K Buy
5,600
+1,061
+23% +$182K 0.11% 82
2021
Q2 		$788K Buy
4,539
+3,428
+309% +$594K 0.08% 92
2021
Q1 		$184K Buy
+1,111
New +$175K 0.02% 183

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Acropolis Investment Management's VBR Position: Q2 2026 in Review

Acropolis Investment Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 4.6% in Q2 2026, buying an estimated $147K and bringing the position to 14,278 shares worth $3.47M. The position accounts for 0.14% of the portfolio, ranked #64.

Acropolis Investment Management first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. 604 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Acropolis Investment Management held 14,278 shares of Vanguard Small-Cap Value ETF worth $3.47M as of Q2 2026.
  • Acropolis Investment Management bought 630 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Small-Cap Value ETF made up 0.14% of Acropolis Investment Management's portfolio in Q2 2026, its #64 holding.
  • Acropolis Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 604 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.