CFO4Life Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

CFO4Life Group’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	$207K	Buy	952 +5	+0.5%	+$1.12K	0.03%	196
2025 Q4	$201K	Buy	+947	New	+$198K	0.03%	226
2025 Q1	–	Sell	-1,013	Closed	-$201K	–	239
2024 Q4	$201K	Buy	+1,013	New	+$208K	0.04%	202
2018 Q4	–	Sell	-11,425	Closed	-$1.59M	–	138
2018 Q3	$1.59M	Hold	11,425	–	–	0.71%	33
2018 Q2	$15.5M	Buy	+11,425	New	+$1.53M	6.47%	3

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 $3.51B AUM 13.98% 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

CFO4Life Group's VBR Position: Q1 2026 in Review

CFO4Life Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.53% in Q1 2026, buying an estimated $1.12K and bringing the position to 952 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #196.

CFO4Life Group first reported a position in VBR in Q2 2018 and has held it in 5 quarters since. The position peaked at $15.5M in Q2 2018. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

CFO4Life Group held 952 shares of Vanguard Small-Cap Value ETF worth $207K as of Q1 2026.
CFO4Life Group bought 5 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $1.12K.
Vanguard Small-Cap Value ETF made up 0.03% of CFO4Life Group's portfolio in Q1 2026, its #196 holding.
CFO4Life Group first reported a position in Vanguard Small-Cap Value ETF in Q2 2018 and has held it in 5 quarters since.
CFO4Life Group's Vanguard Small-Cap Value ETF position peaked at $15.5M in Q2 2018.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.