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

Atticus 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 		$578K Sell
2,380
-79
-3% -$18.4K 0.14% 94
2026
Q1 		$534K Sell
2,459
-45
-2% -$10.1K 0.14% 101
2025
Q4 		$530K Buy
2,504
+20
+0.8% +$4.19K 0.13% 104
2025
Q3 		$518K Buy
2,484
+20
+0.8% +$4.09K 0.13% 105
2025
Q2 		$480K Hold
2,464
– – 0.13% 91
2025
Q1 		$459K Sell
2,464
-199
-7% -$39.3K 0.15% 78
2024
Q4 		$528K Buy
2,663
+12
+0.5% +$2.46K 0.16% 69
2024
Q3 		$532K Buy
2,651
+22
+0.8% +$4.23K 0.17% 68
2024
Q2 		$480K Sell
2,629
-572
-18% -$106K 0.16% 67
2024
Q1 		$614K Sell
3,201
-285
-8% -$51.4K 0.2% 62
2023
Q4 		$627K Sell
3,486
-1,170
-25% -$191K 0.22% 57
2023
Q3 		$743K Sell
4,656
-59
-1% -$9.86K 0.28% 51
2023
Q2 		$780K Sell
4,715
-149
-3% -$23.5K 0.29% 47
2023
Q1 		$772K Sell
4,864
-1,358
-22% -$225K 0.3% 51
2022
Q4 		$988K Sell
6,222
-1,254
-17% -$200K 0.41% 47
2022
Q3 		$1.12M Hold
7,476
– – 0.54% 34
2022
Q2 		$1.12M Buy
7,476
+4,601
+160% +$755K 0.47% 46
2022
Q1 		$506K Buy
2,875
+491
+21% +$85.4K 0.18% 87
2021
Q4 		$426K Sell
2,384
-5
-0.2% -$889 0.17% 83
2021
Q3 		$404K Hold
2,389
– – 0.18% 67
2021
Q2 		$415K Sell
2,389
-349
-13% -$60.5K 0.18% 74
2021
Q1 		$453K Sell
2,738
-57
-2% -$8.98K 0.22% 66
2020
Q4 		$397K Buy
2,795
+2,270
+432% +$293K 0.2% 65
2020
Q3 		$58K Sell
525
-210
-29% -$23.5K 0.03% 168
2020
Q2 		$79K Sell
735
-270
-27% -$27.1K 0.05% 145
2020
Q1 		$89K Hold
1,005
– – 0.07% 125
2019
Q4 		$138K Buy
+1,005
New +$133K 0.09% 109

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Atticus Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 3.2% in Q2 2026, selling an estimated $18.4K and leaving 2,380 shares worth $578K. The position accounts for 0.14% of the portfolio, ranked #94.

Atticus Wealth Management first reported a position in VBR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.12M in Q3 2022. 785 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Atticus Wealth Management held 2,380 shares of Vanguard Small-Cap Value ETF worth $578K as of Q2 2026.
  • Atticus Wealth Management sold 79 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard Small-Cap Value ETF made up 0.14% of Atticus Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Atticus Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Vanguard Small-Cap Value ETF position peaked at $1.12M in Q3 2022.
  • 785 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.