Capital Squared Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Capital Squared Financial’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	$1.66M	Buy	6,825 +186	+3%	+$43.3K	1.08%	31
2026 Q1	$1.44M	Buy	6,639 +1,125	+20%	+$251K	1.1%	30
2025 Q4	$1.17M	Buy	5,514 +1,047	+23%	+$219K	0.91%	37
2025 Q3	$932K	Buy	4,467 +2,947	+194%	+$603K	0.81%	38
2025 Q2	$296K	Buy	+1,520	New	+$281K	0.35%	54

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

Capital Squared Financial's VBR Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Small-Cap Value ETF (VBR) stake by 2.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 6,825 shares worth $1.66M. The position accounts for 1.08% of the portfolio, ranked #31.

Capital Squared Financial first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Capital Squared Financial held 6,825 shares of Vanguard Small-Cap Value ETF worth $1.66M as of Q2 2026.
Capital Squared Financial bought 186 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Small-Cap Value ETF made up 1.08% of Capital Squared Financial's portfolio in Q2 2026, its #31 holding.
Capital Squared Financial first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
615 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.