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

Brown 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 		$2.19M Buy
9,001
+169
+2% +$39.3K 0.49% 34
2026
Q1 		$1.92M Sell
8,832
-435
-5% -$97.2K 0.49% 33
2025
Q4 		$1.96M Sell
9,267
-3,680
-28% -$771K 0.52% 37
2025
Q3 		$2.7M Buy
12,947
+86
+0.7% +$17.6K 0.76% 34
2025
Q2 		$2.51M Sell
12,861
-6,873
-35% -$1.27M 0.78% 34
2025
Q1 		$3.68M Buy
19,734
+4,198
+27% +$829K 1.26% 19
2024
Q4 		$3.08M Buy
15,536
+406
+3% +$83.3K 1.09% 22
2024
Q3 		$3.04M Sell
15,130
-154
-1% -$29.6K 1.1% 22
2024
Q2 		$2.79M Buy
15,284
+3,298
+28% +$609K 1.12% 22
2024
Q1 		$2.3M Buy
11,986
+171
+1% +$30.9K 0.95% 25
2023
Q4 		$2.13M Sell
11,815
-2,024
-15% -$330K 0.94% 26
2023
Q3 		$2.21M Buy
13,839
+2,994
+28% +$501K 1.05% 23
2023
Q2 		$1.79M Buy
+10,845
New +$1.71M 0.93% 27

Other funds holding VBR

AL
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
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

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

Brown Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.9% in Q2 2026, buying an estimated $39.3K and bringing the position to 9,001 shares worth $2.19M. The position accounts for 0.49% of the portfolio, ranked #34.

Brown Wealth Management first reported a position in VBR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.68M in Q1 2025. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Brown Wealth Management held 9,001 shares of Vanguard Small-Cap Value ETF worth $2.19M as of Q2 2026.
  • Brown Wealth Management bought 169 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $39.3K.
  • Vanguard Small-Cap Value ETF made up 0.49% of Brown Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Brown Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Vanguard Small-Cap Value ETF position peaked at $3.68M in Q1 2025.
  • 468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.