BFS
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Beacon Financial Strategies’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Beacon Financial Strategies’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 		$57.1K Buy
+235
New +$54.7K 0.03% 87

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

Beacon Financial Strategies's VBR Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 235 shares worth $57.1K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings.

328 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Beacon Financial Strategies held 235 shares of Vanguard Small-Cap Value ETF worth $57.1K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #87 holding.
  • 328 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.