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

Amplius 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 		$343K Buy
1,413
+111
+9% +$25.8K 0.03% 160
2026
Q1 		$283K Buy
1,302
+1
+0.1% +$224 0.02% 148
2025
Q4 		$276K Hold
1,301
– – 0.02% 146
2025
Q3 		$272K Sell
1,301
-290
-18% -$59.3K 0.02% 150
2025
Q2 		$310K Hold
1,591
– – 0.03% 151
2025
Q1 		$296K Buy
1,591
+7
+0.4% +$1.38K 0.03% 139
2024
Q4 		$314K Hold
1,584
– – 0.03% 133
2024
Q3 		$318K Sell
1,584
-37
-2% -$7.11K 0.03% 126
2024
Q2 		$296K Buy
1,621
+3
+0.2% +$554 0.03% 129
2024
Q1 		$310K Sell
1,618
-31
-2% -$5.59K 0.03% 125
2023
Q4 		$297K Sell
1,649
-56
-3% -$9.14K 0.04% 124
2023
Q3 		$272K Buy
1,705
+118
+7% +$19.7K 0.04% 127
2023
Q2 		$262K Sell
1,587
-332
-17% -$52.3K 0.04% 130
2023
Q1 		$305K Sell
1,919
-396
-17% -$65.6K 0.04% 123
2022
Q4 		$368K Sell
2,315
-1,050
-31% -$167K 0.06% 107
2022
Q3 		$483K Sell
3,365
-71,628
-96% -$11.4M 0.09% 86
2022
Q2 		$11.2M Buy
+74,993
New +$12.3M 1.82% 20
2022
Q1 		– Sell
-263
Closed -$47K – 868
2021
Q4 		$47K Buy
+263
New +$46.8K 0.01% 343

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

Amplius Wealth Advisors's VBR Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 8.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,413 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #160.

Amplius Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2M in Q2 2022. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Amplius Wealth Advisors held 1,413 shares of Vanguard Small-Cap Value ETF worth $343K as of Q2 2026.
  • Amplius Wealth Advisors bought 111 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Small-Cap Value ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $11.2M in Q2 2022.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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