Camelot Technology Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Camelot Technology Advisors’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	$567K	Buy	2,333 +3	+0.1%	+$698	0.38%	44
2026 Q1	$506K	Buy	2,330 +4	+0.2%	+$894	0.37%	43
2025 Q4	$493K	Sell	2,326 -1	-0%	-$209	0.37%	43
2025 Q3	$486K	Hold	2,327	–	–	0.39%	42
2025 Q2	$454K	Hold	2,327	–	–	0.39%	41
2025 Q1	$434K	Sell	2,327 -500	-18%	-$98.8K	0.39%	39
2024 Q4	$560K	Sell	2,827 -24	-0.8%	-$4.93K	0.51%	36
2024 Q3	$572K	Buy	2,851 +1	+0%	+$192	0.5%	38
2024 Q2	$520K	Hold	2,850	–	–	0.48%	39
2024 Q1	$547K	Hold	2,850	–	–	0.5%	39
2023 Q4	$513K	Buy	+2,850	New	+$465K	0.52%	38

Other funds holding VBR

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Camelot Technology Advisors's VBR Position: Q2 2026 in Review

Camelot Technology Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.13% in Q2 2026, buying an estimated $698 and bringing the position to 2,333 shares worth $567K. The position accounts for 0.38% of the portfolio, ranked #44.

Camelot Technology Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $572K in Q3 2024. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Camelot Technology Advisors held 2,333 shares of Vanguard Small-Cap Value ETF worth $567K as of Q2 2026.
Camelot Technology Advisors bought 3 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $698.
Vanguard Small-Cap Value ETF made up 0.38% of Camelot Technology Advisors's portfolio in Q2 2026, its #44 holding.
Camelot Technology Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Camelot Technology Advisors's Vanguard Small-Cap Value ETF position peaked at $572K in Q3 2024.
363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.