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Armbruster Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Armbruster Capital 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 		$878K Hold
3,614
– – 0.13% 64
2026
Q1 		$785K Sell
3,614
-297
-8% -$66.4K 0.13% 70
2025
Q4 		$828K Hold
3,911
– – 0.14% 68
2025
Q3 		$816K Hold
3,911
– – 0.14% 70
2025
Q2 		$763K Hold
3,911
– – 0.14% 68
2025
Q1 		$729K Sell
3,911
-54
-1% -$10.7K 0.15% 66
2024
Q4 		$786K Buy
3,965
+49
+1% +$10.1K 0.16% 61
2024
Q3 		$786K Buy
3,916
+7
+0.2% +$1.35K 0.16% 65
2024
Q2 		$713K Sell
3,909
-264
-6% -$48.8K 0.15% 60
2024
Q1 		$801K Sell
4,173
-80
-2% -$14.4K 0.17% 53
2023
Q4 		$765K Hold
4,253
– – 0.17% 52
2023
Q3 		$678K Hold
4,253
– – 0.17% 53
2023
Q2 		$703K Sell
4,253
-326
-7% -$51.3K 0.17% 53
2023
Q1 		$727K Sell
4,579
-931
-17% -$154K 0.19% 50
2022
Q4 		$875K Sell
5,510
-6,812
-55% -$1.08M 0.23% 45
2022
Q3 		$1.77M Hold
12,322
– – 0.5% 33
2022
Q2 		$1.85M Sell
12,322
-849
-6% -$139K 0.5% 36
2022
Q1 		$2.32M Sell
13,171
-8,649
-40% -$1.5M 0.56% 35
2021
Q4 		$3.9M Buy
+21,820
New +$3.88M 0.89% 30
2020
Q1 		– Sell
-5,795
Closed -$794K – 94
2019
Q4 		$794K Sell
5,795
-70
-1% -$9.27K 0.3% 36
2019
Q3 		$756K Sell
5,865
-600
-9% -$76.8K 0.31% 36
2019
Q2 		$844K Hold
6,465
– – 0.35% 31
2019
Q1 		$832K Hold
6,465
– – 0.36% 31
2018
Q4 		$737K Buy
6,465
+17
+0.3% +$2.15K 0.37% 33
2018
Q3 		$899K Hold
6,448
– – 0.39% 28
2018
Q2 		$876K Sell
6,448
-15
-0.2% -$2.01K 0.41% 27
2018
Q1 		$836K Sell
6,463
-1,453
-18% -$193K 0.39% 27
2017
Q4 		$1.05M Buy
7,916
+318
+4% +$41.4K 0.48% 25
2017
Q3 		$971K Buy
7,598
+178
+2% +$21.9K 0.5% 24
2017
Q2 		$912K Hold
7,420
– – 0.49% 24
2017
Q1 		$912K Sell
7,420
-55
-0.7% -$6.76K 0.51% 25
2016
Q4 		$904K Sell
7,475
-20
-0.3% -$2.29K 0.53% 24
2016
Q3 		$829K Sell
7,495
-150
-2% -$16.5K 0.51% 25
2016
Q2 		$805K Buy
7,645
+3,000
+65% +$311K 0.52% 25
2016
Q1 		$473K Sell
4,645
-11,583
-71% -$1.09M 0.32% 35
2015
Q4 		$1.6M Buy
+16,228
New +$1.65M 1.43% 16

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
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
FG
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

Armbruster Capital Management's VBR Position: Q2 2026 in Review

Armbruster Capital Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 3,614 shares worth $878K. The position accounts for 0.13% of the portfolio, ranked #64.

Armbruster Capital Management first reported a position in VBR in Q4 2015 and has held it in 36 quarters since. The position peaked at $3.9M in Q4 2021. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Armbruster Capital Management held 3,614 shares of Vanguard Small-Cap Value ETF worth $878K as of Q2 2026.
  • Armbruster Capital Management left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.13% of Armbruster Capital Management's portfolio in Q2 2026, its #64 holding.
  • Armbruster Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2015 and has held it in 36 quarters since.
  • Armbruster Capital Management's Vanguard Small-Cap Value ETF position peaked at $3.9M in Q4 2021.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.