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

BigSur 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	$1.81M	Hold	7,466	–	–	0.44%	65
2026 Q1	$1.62M	Hold	7,466	–	–	0.46%	63
2025 Q4	$1.58M	Hold	7,466	–	–	0.38%	70
2025 Q3	$1.57M	Hold	7,466	–	–	0.38%	66
2025 Q2	$1.46M	Hold	7,466	–	–	0.37%	72
2025 Q1	$1.39M	Hold	7,466	–	–	0.38%	69
2024 Q4	$1.48M	Hold	7,466	–	–	0.42%	62
2024 Q3	$1.5M	Hold	7,466	–	–	0.41%	64
2024 Q2	$1.37M	Hold	7,466	–	–	0.42%	65
2024 Q1	$1.43M	Buy	7,466 +4,300	+136%	+$776K	0.45%	64
2023 Q4	$570K	Buy	3,166 +14	+0.4%	+$2.29K	0.27%	77
2023 Q3	$503K	Buy	3,152 +12	+0.4%	+$2.01K	0.25%	78
2023 Q2	$519K	Sell	3,140 -4,137	-57%	-$651K	0.25%	81
2023 Q1	$1.16M	Sell	7,277 -11,825	-62%	-$1.96M	0.54%	55
2022 Q4	$3.03M	Buy	19,102 +30	+0.2%	+$4.78K	1.46%	15
2022 Q3	$2.73M	Buy	19,072 +22	+0.1%	+$3.5K	1.38%	18
2022 Q2	$2.85M	Buy	19,050 +20	+0.1%	+$3.28K	1.34%	21
2022 Q1	$3.35M	Buy	19,030 +1,435	+8%	+$249K	1.3%	19
2021 Q4	$3.15M	Buy	+17,595	New	+$3.13M	1.23%	24

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

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

BigSur Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 7,466 shares worth $1.81M. The position accounts for 0.44% of the portfolio, ranked #65.

BigSur Wealth Management first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.35M in Q1 2022. 520 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

BigSur Wealth Management held 7,466 shares of Vanguard Small-Cap Value ETF worth $1.81M as of Q2 2026.
BigSur Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.44% of BigSur Wealth Management's portfolio in Q2 2026, its #65 holding.
BigSur Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
BigSur Wealth Management's Vanguard Small-Cap Value ETF position peaked at $3.35M in Q1 2022.
520 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.