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

BKM 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
Q1 		$1.45M Buy
6,688
+371
+6% +$82.9K 0.53% 58
2025
Q4 		$1.34M Buy
6,317
+910
+17% +$191K 0.49% 58
2025
Q3 		$1.13M Buy
5,407
+361
+7% +$73.8K 0.42% 68
2025
Q2 		$984K Buy
5,046
+232
+5% +$42.9K 0.38% 69
2025
Q1 		$897K Buy
4,814
+448
+10% +$88.5K 0.37% 70
2024
Q4 		$865K Sell
4,366
-80
-2% -$16.4K 0.36% 73
2024
Q3 		$893K Buy
4,446
+308
+7% +$59.2K 0.36% 75
2024
Q2 		$755K Buy
4,138
+417
+11% +$77K 0.36% 81
2024
Q1 		$714K Buy
3,721
+73
+2% +$13.2K 0.31% 84
2023
Q4 		$657K Buy
+3,648
New +$596K 0.28% 85

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BKM Wealth Management's VBR Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 5.9% in Q1 2026, buying an estimated $82.9K and bringing the position to 6,688 shares worth $1.45M. The position accounts for 0.53% of the portfolio, ranked #58.

BKM Wealth Management first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • BKM Wealth Management held 6,688 shares of Vanguard Small-Cap Value ETF worth $1.45M as of Q1 2026.
  • BKM Wealth Management bought 371 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $82.9K.
  • Vanguard Small-Cap Value ETF made up 0.53% of BKM Wealth Management's portfolio in Q1 2026, its #58 holding.
  • BKM Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.