Bradley & Co Private Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bradley & Co Private 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	$368K	Buy	1,695 +1,189	+235%	+$266K	0.19%	47
2025 Q4	$107K	Hold	506	–	–	0.06%	74
2025 Q3	$106K	Hold	506	–	–	0.06%	61
2025 Q2	$98.7K	Hold	506	–	–	0.06%	57
2025 Q1	$94.3K	Hold	506	–	–	0.06%	57
2024 Q4	$100K	Buy	+506	New	+$104K	0.06%	54
2024 Q2	$92.4K	Hold	506	–	–	0.07%	51
2024 Q1	$97.1K	Hold	506	–	–	0.08%	49
2023 Q4	$91.1K	Hold	506	–	–	0.08%	42
2023 Q3	$80.7K	Hold	506	–	–	0.08%	42
2023 Q2	$83.7K	Hold	506	–	–	0.08%	43
2023 Q1	$80.3K	Hold	506	–	–	0.09%	41
2022 Q4	$80.4K	Hold	506	–	–	0.1%	47
2022 Q3	$72K	Hold	506	–	–	0.09%	55
2022 Q2	$76K	Hold	506	–	–	0.08%	70
2022 Q1	$89K	Hold	506	–	–	0.08%	71
2021 Q4	$91K	Hold	506	–	–	0.07%	72
2021 Q3	$86K	Hold	506	–	–	0.07%	72
2021 Q2	$88K	Hold	506	–	–	0.08%	76
2021 Q1	$84K	Buy	+506	New	+$79.7K	0.08%	77

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bradley & Co Private Wealth Management's VBR Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 235% in Q1 2026, buying an estimated $266K and bringing the position to 1,695 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #47.

Bradley & Co Private Wealth Management first reported a position in VBR in Q1 2021 and has held it in 20 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Bradley & Co Private Wealth Management held 1,695 shares of Vanguard Small-Cap Value ETF worth $368K as of Q1 2026.
Bradley & Co Private Wealth Management bought 1,189 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $266K.
Vanguard Small-Cap Value ETF made up 0.19% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #47 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.