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Aurelius Family Office’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Aurelius Family Office’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 		$8.44M Sell
34,752
-1,918
-5% -$446K 3.33% 9
2026
Q1 		$7.97M Buy
36,670
+491
+1% +$110K 3.46% 9
2025
Q4 		$7.85M Buy
36,179
+1,818
+5% +$381K 3.38% 9
2025
Q3 		$7.17M Sell
34,361
-566
-2% -$116K 3.19% 10
2025
Q2 		$6.81M Sell
34,927
-352
-1% -$65.2K 3.22% 10
2025
Q1 		$6.57M Sell
35,279
-997
-3% -$197K 3.33% 10
2024
Q4 		$7.19M Buy
+36,276
New +$7.45M 3.63% 9

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

Aurelius Family Office's VBR Position: Q2 2026 in Review

Aurelius Family Office reduced its Vanguard Small-Cap Value ETF (VBR) stake by 5.2% in Q2 2026, selling an estimated $446K and leaving 34,752 shares worth $8.44M. The position accounts for 3.33% of the portfolio, ranked #9.

Aurelius Family Office first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Aurelius Family Office held 34,752 shares of Vanguard Small-Cap Value ETF worth $8.44M as of Q2 2026.
  • Aurelius Family Office sold 1,918 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $446K.
  • Vanguard Small-Cap Value ETF made up 3.33% of Aurelius Family Office's portfolio in Q2 2026, its #9 holding.
  • Aurelius Family Office first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 775 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.