Andrews Lucia Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Andrews Lucia Wealth 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	$282K	Hold	1,160	–	–	0.15%	34
2026 Q1	$252K	Hold	1,160	–	–	0.15%	33
2025 Q4	$246K	Hold	1,160	–	–	0.15%	31
2025 Q3	$242K	Hold	1,160	–	–	0.15%	31
2025 Q2	$226K	Hold	1,160	–	–	0.15%	27
2025 Q1	$230K	Hold	1,160	–	–	0.15%	25
2024 Q4	$233K	Buy	1,160 +6	+0.5%	+$1.23K	0.16%	25
2024 Q3	$211K	Hold	1,154	–	–	0.15%	27
2024 Q2	$221K	Hold	1,154	–	–	0.15%	27
2024 Q1	$221K	Buy	1,154 +6	+0.5%	+$1.08K	0.16%	27
2023 Q4	$207K	Buy	+1,148	New	+$187K	0.16%	28
2022 Q3	–	Sell	-1,485	Closed	-$261K	–	25
2022 Q2	$261K	Buy	+1,485	New	+$244K	0.25%	18

Other funds holding VBR

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Andrews Lucia Wealth Management's VBR Position: Q2 2026 in Review

Andrews Lucia Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,160 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #34.

Andrews Lucia Wealth Management first reported a position in VBR in Q2 2022 and has held it in 12 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Andrews Lucia Wealth Management held 1,160 shares of Vanguard Small-Cap Value ETF worth $282K as of Q2 2026.
Andrews Lucia Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.15% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #34 holding.
Andrews Lucia Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.