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Altus Wealth Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Altus Wealth 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
Q2 		$207K Buy
+852
New +$198K 0.07% 146
2021
Q2 		– Sell
-521
Closed -$91K – 162
2021
Q1 		$91K Sell
521
-106
-17% -$16.7K 0.09% 114
2020
Q4 		$89K Buy
+627
New +$80.9K 0.09% 146

Other funds holding VBR

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
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
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Altus Wealth Group's VBR Position: Q2 2026 in Review

Altus Wealth Group opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 852 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #146 among its holdings. This is a return to the name: Altus Wealth Group previously reported a position in VBR as recently as Q1 2021.

Altus Wealth Group first reported a position in VBR in Q4 2020 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Altus Wealth Group held 852 shares of Vanguard Small-Cap Value ETF worth $207K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Altus Wealth Group position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.07% of Altus Wealth Group's portfolio in Q2 2026, its #146 holding.
  • Altus Wealth Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.