AWM
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Arista Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Arista 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 		$2.87M Sell
11,817
-3
-0% -$698 0.31% 42
2026
Q1 		$2.57M Sell
11,820
-625
-5% -$140K 0.31% 40
2025
Q4 		$2.64M Sell
12,445
-1,165
-9% -$244K 0.32% 41
2025
Q3 		$2.84M Sell
13,610
-3
-0% -$613 0.35% 36
2025
Q2 		$2.65M Sell
13,613
-14
-0.1% -$2.59K 0.37% 37
2025
Q1 		$2.54M Sell
13,627
-56
-0.4% -$11.1K 0.62% 18
2024
Q4 		$2.71M Buy
13,683
+3
+0% +$616 0.65% 18
2024
Q3 		$2.75M Buy
13,680
+24
+0.2% +$4.61K 0.66% 18
2024
Q2 		$2.49M Buy
13,656
+7,547
+124% +$1.39M 0.66% 19
2024
Q1 		$1.17M Sell
6,109
-7,861
-56% -$1.42M 0.9% 17
2023
Q4 		$2.51M Sell
13,970
-1,309
-9% -$214K 0.92% 14
2023
Q3 		$2.44M Buy
15,279
+515
+3% +$86.1K 0.95% 13
2023
Q2 		$2.44M Sell
14,764
-95,363
-87% -$15M 1.01% 12
2023
Q1 		$17.5M Sell
110,127
-29,957
-21% -$4.96M 9.54% 3
2022
Q4 		$22.2M Buy
+140,084
New +$22.3M 14.04% 3

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

Arista Wealth Management's VBR Position: Q2 2026 in Review

Arista Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.03% in Q2 2026, selling an estimated $698 and leaving 11,817 shares worth $2.87M. The position accounts for 0.31% of the portfolio, ranked #42.

Arista Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.2M in Q4 2022. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Arista Wealth Management held 11,817 shares of Vanguard Small-Cap Value ETF worth $2.87M as of Q2 2026.
  • Arista Wealth Management sold 3 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $698.
  • Vanguard Small-Cap Value ETF made up 0.31% of Arista Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Arista Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Arista Wealth Management's Vanguard Small-Cap Value ETF position peaked at $22.2M in Q4 2022.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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