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Alliance Wealth Advisors (Utah)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$472K Buy
+1,943
New +$452K 0.09% 141

Other funds holding VBR

AL
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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

Alliance Wealth Advisors (Utah)'s VBR Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 1,943 shares worth $472K. The stake represents 0.09% of the portfolio and ranks #141 among its holdings.

580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,943 shares of Vanguard Small-Cap Value ETF worth $472K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.09% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #141 holding.
  • 580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.