Cambridge Financial Group (Arizona)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cambridge Financial Group (Arizona)’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	$2.73M	Sell	11,232 -1,278	-10%	-$297K	0.86%	24
2026 Q1	$2.72M	Sell	12,510 -12,832	-51%	-$2.87M	0.92%	22
2025 Q4	$5.24M	Buy	25,342 +2,909	+13%	+$609K	1.82%	12
2025 Q3	$4.68M	Buy	22,433 +980	+5%	+$200K	1.51%	14
2025 Q2	$4.18M	Sell	21,453 -1,481	-6%	-$274K	1.57%	16
2025 Q1	$4.26M	Sell	22,934 -1,508	-6%	-$298K	1.81%	13
2024 Q4	$4.84M	Sell	24,442 -839	-3%	-$172K	2.07%	11
2024 Q3	$5.08M	Buy	25,281 +12	+0%	+$2.31K	2.11%	11
2024 Q2	$4.61M	Buy	25,269 +3,841	+18%	+$710K	2.11%	11
2024 Q1	$4.11M	Buy	21,428 +4,804	+29%	+$867K	1.95%	11
2023 Q4	$2.99M	Buy	+16,624	New	+$2.71M	1.56%	16

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

Cambridge Financial Group (Arizona)'s VBR Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Vanguard Small-Cap Value ETF (VBR) stake by 10% in Q2 2026, selling an estimated $297K and leaving 11,232 shares worth $2.73M. The position accounts for 0.86% of the portfolio, ranked #24.

Cambridge Financial Group (Arizona) first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.24M in Q4 2025. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cambridge Financial Group (Arizona) held 11,232 shares of Vanguard Small-Cap Value ETF worth $2.73M as of Q2 2026.
Cambridge Financial Group (Arizona) sold 1,278 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $297K.
Vanguard Small-Cap Value ETF made up 0.86% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #24 holding.
Cambridge Financial Group (Arizona) first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Vanguard Small-Cap Value ETF position peaked at $5.24M in Q4 2025.
642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.