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

Apriem 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
Q1 		$4.42M Buy
20,337
+14,592
+254% +$3.26M 0.42% 41
2025
Q4 		$1.22M Sell
5,745
-2
-0% -$419 0.11% 82
2025
Q3 		$1.2M Buy
5,747
+677
+13% +$138K 0.11% 85
2025
Q2 		$989K Buy
5,070
+1,824
+56% +$338K 0.11% 86
2025
Q1 		$605K Buy
3,246
+1,323
+69% +$261K 0.07% 100
2024
Q4 		$381K Buy
1,923
+623
+48% +$128K 0.04% 122
2024
Q3 		$261K Buy
+1,300
New +$250K 0.03% 149
2017
Q2 		– Sell
-25
Closed -$3K – 528
2017
Q1 		$3K Buy
+25
New +$3.07K ﹤0.01% 569

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's VBR Position: Q1 2026 in Review

Apriem Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 254% in Q1 2026, buying an estimated $3.26M and bringing the position to 20,337 shares worth $4.42M. The position accounts for 0.42% of the portfolio, ranked #41.

Apriem Advisors first reported a position in VBR in Q1 2017 and has held it in 8 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Apriem Advisors held 20,337 shares of Vanguard Small-Cap Value ETF worth $4.42M as of Q1 2026.
  • Apriem Advisors bought 14,592 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $3.26M.
  • Vanguard Small-Cap Value ETF made up 0.42% of Apriem Advisors's portfolio in Q1 2026, its #41 holding.
  • Apriem Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2017 and has held it in 8 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.