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

Arbor 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	$8.78M	Sell	36,145 -77	-0.2%	-$17.9K	5.37%	4
2026 Q1	$7.87M	Buy	36,222 +512	+1%	+$114K	5.52%	4
2025 Q4	$7.56M	Buy	35,710 +68	+0.2%	+$14.2K	5.39%	4
2025 Q3	$7.44M	Buy	35,642 +32	+0.1%	+$6.54K	5.55%	4
2025 Q2	$6.94M	Hold	35,610	–	–	5.63%	4
2025 Q1	$6.63M	Buy	35,610 +203	+0.6%	+$40.1K	5.92%	4
2024 Q4	$7.02M	Buy	35,407 +509	+1%	+$104K	6.25%	4
2024 Q3	$7.01M	Buy	34,898 +69	+0.2%	+$13.3K	6.32%	4
2024 Q2	$6.36M	Buy	34,829 +58	+0.2%	+$10.7K	6.27%	4
2024 Q1	$6.67M	Buy	34,771 +35	+0.1%	+$6.32K	6.3%	4
2023 Q4	$6.25M	Buy	+34,736	New	+$5.67M	6.43%	4

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 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

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

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

Arbor Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.21% in Q2 2026, selling an estimated $17.9K and leaving 36,145 shares worth $8.78M. The position accounts for 5.37% of the portfolio, ranked #4.

Arbor Wealth Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Arbor Wealth Advisors held 36,145 shares of Vanguard Small-Cap Value ETF worth $8.78M as of Q2 2026.
Arbor Wealth Advisors sold 77 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Small-Cap Value ETF made up 5.37% of Arbor Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Arbor Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.