Atwood & Palmer’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Atwood & Palmer’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	$109K	Hold	451	–	–	0.01%	195
2026 Q1	$97.9K	Buy	+451	New	+$101K	0.01%	196
2025 Q3	–	Hold	0	–	–	–	484
2025 Q2	–	Hold	0	–	–	–	511
2025 Q1	–	Hold	0	–	–	–	438
2022 Q2	–	Sell	-180	Closed	-$32K	–	450
2022 Q1	$32K	Hold	180	–	–	﹤0.01%	269
2021 Q4	$32K	Hold	180	–	–	﹤0.01%	272
2021 Q3	$30K	Buy	+180	New	+$30.8K	﹤0.01%	266
2019 Q2	–	Sell	-30	Closed	-$4K	–	334
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	300
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	298
2018 Q3	$4K	Buy	+30	New	+$4.21K	﹤0.01%	287

Other funds holding VBR

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

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

Atwood & Palmer's VBR Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 451 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #195.

Atwood & Palmer first reported a position in VBR in Q3 2018 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Atwood & Palmer held 451 shares of Vanguard Small-Cap Value ETF worth $109K as of Q2 2026.
Atwood & Palmer left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #195 holding.
Atwood & Palmer first reported a position in Vanguard Small-Cap Value ETF in Q3 2018 and has held it in 8 quarters since.
642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.