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

Beaird Harris 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 		$2.76M Sell
11,366
-933
-8% -$217K 0.17% 48
2026
Q1 		$2.67M Sell
12,299
-320
-3% -$71.5K 0.18% 48
2025
Q4 		$2.67M Buy
12,619
+28
+0.2% +$5.86K 0.18% 47
2025
Q3 		$2.63M Sell
12,591
-141
-1% -$28.8K 0.19% 47
2025
Q2 		$2.48M Buy
12,732
+2,642
+26% +$489K 0.19% 49
2025
Q1 		$1.88M Buy
10,090
+85
+0.8% +$16.8K 0.16% 53
2024
Q4 		$1.98M Sell
10,005
-73
-0.7% -$15K 0.17% 50
2024
Q3 		$2.02M Sell
10,078
-148
-1% -$28.4K 0.18% 47
2024
Q2 		$1.87M Sell
10,226
-371
-4% -$68.5K 0.18% 49
2024
Q1 		$2.03M Sell
10,597
-250
-2% -$45.1K 0.2% 44
2023
Q4 		$1.95M Buy
10,847
+76
+0.7% +$12.4K 0.2% 44
2023
Q3 		$1.72M Sell
10,771
-133
-1% -$22.2K 0.21% 40
2023
Q2 		$1.8M Sell
10,904
-12
-0.1% -$1.89K 0.22% 38
2023
Q1 		$1.73M Buy
10,916
+79
+0.7% +$13.1K 0.31% 34
2022
Q4 		$1.72M Sell
10,837
-948
-8% -$151K 0.32% 33
2022
Q3 		$1.69M Sell
11,785
-250
-2% -$39.7K 0.37% 31
2022
Q2 		$1.8M Buy
12,035
+498
+4% +$81.7K 0.5% 24
2022
Q1 		$2.03M Sell
11,537
-5
-0% -$869 0.73% 23
2021
Q4 		$2.06M Buy
+11,542
New +$2.05M 0.75% 18

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

Beaird Harris Wealth Management's VBR Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 7.6% in Q2 2026, selling an estimated $217K and leaving 11,366 shares worth $2.76M. The position accounts for 0.17% of the portfolio, ranked #48.

Beaird Harris Wealth Management first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Beaird Harris Wealth Management held 11,366 shares of Vanguard Small-Cap Value ETF worth $2.76M as of Q2 2026.
  • Beaird Harris Wealth Management sold 933 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $217K.
  • Vanguard Small-Cap Value ETF made up 0.17% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.