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

Arbor Investment 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 		$1.53M Buy
6,297
+16
+0.3% +$3.72K 0.17% 43
2026
Q1 		$1.36M Sell
6,281
-112
-2% -$25K 0.18% 36
2025
Q4 		$1.35M Sell
6,393
-56
-0.9% -$11.7K 0.18% 38
2025
Q3 		$1.35M Buy
6,449
+55
+0.9% +$11.2K 0.17% 41
2025
Q2 		$1.25M Buy
6,394
+324
+5% +$60K 0.16% 37
2025
Q1 		$1.13M Buy
6,070
+13
+0.2% +$2.57K 0.15% 39
2024
Q4 		$1.2M Buy
6,057
+3
+0% +$616 0.17% 39
2024
Q3 		$1.22M Buy
6,054
+4
+0.1% +$769 0.16% 41
2024
Q2 		$1.1M Hold
6,050
– – 0.16% 37
2024
Q1 		$1.16M Sell
6,050
-111
-2% -$20K 0.17% 40
2023
Q4 		$1.11M Buy
6,161
+1,940
+46% +$317K 0.17% 40
2023
Q3 		$673K Buy
4,221
+311
+8% +$52K 0.12% 47
2023
Q2 		$647K Buy
3,910
+1,748
+81% +$275K 0.11% 49
2023
Q1 		$343K Buy
2,162
+9
+0.4% +$1.49K 0.06% 69
2022
Q4 		$342K Buy
2,153
+43
+2% +$6.85K 0.07% 74
2022
Q3 		$303K Buy
2,110
+55
+3% +$8.74K 0.07% 52
2022
Q2 		$308K Buy
2,055
+7
+0.3% +$1.15K 0.07% 75
2022
Q1 		$360K Buy
2,048
+13
+0.6% +$2.26K 0.07% 73
2021
Q4 		$364K Buy
2,035
+50
+3% +$8.89K 0.07% 70
2021
Q3 		$336K Buy
1,985
+6
+0.3% +$1.03K 0.07% 73
2021
Q2 		$344K Sell
1,979
-13
-0.7% -$2.25K 0.07% 75
2021
Q1 		$330K Buy
+1,992
New +$314K 0.07% 70

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

Arbor Investment Advisors's VBR Position: Q2 2026 in Review

Arbor Investment Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.25% in Q2 2026, buying an estimated $3.72K and bringing the position to 6,297 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #43.

Arbor Investment Advisors first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Arbor Investment Advisors held 6,297 shares of Vanguard Small-Cap Value ETF worth $1.53M as of Q2 2026.
  • Arbor Investment Advisors bought 16 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $3.72K.
  • Vanguard Small-Cap Value ETF made up 0.17% of Arbor Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Arbor Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.