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Clune & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Clune & Associates’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 		$2.53M Sell
10,419
-1,817
-15% -$423K 0.38% 48
2026
Q1 		$2.66M Buy
12,236
+930
+8% +$208K 0.5% 52
2025
Q4 		$2.39M Buy
11,306
+263
+2% +$55.1K 0.52% 55
2025
Q3 		$2.3M Buy
11,043
+1,178
+12% +$241K 0.58% 52
2025
Q2 		$1.92M Buy
9,865
+390
+4% +$72.2K 0.53% 55
2025
Q1 		$1.77M Buy
9,475
+108
+1% +$21.3K 0.54% 55
2024
Q4 		$1.86M Buy
+9,367
New +$1.92M 0.62% 50

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

Clune & Associates's VBR Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Small-Cap Value ETF (VBR) stake by 15% in Q2 2026, selling an estimated $423K and leaving 10,419 shares worth $2.53M. The position accounts for 0.38% of the portfolio, ranked #48.

Clune & Associates first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q1 2026. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Clune & Associates held 10,419 shares of Vanguard Small-Cap Value ETF worth $2.53M as of Q2 2026.
  • Clune & Associates sold 1,817 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $423K.
  • Vanguard Small-Cap Value ETF made up 0.38% of Clune & Associates's portfolio in Q2 2026, its #48 holding.
  • Clune & Associates first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard Small-Cap Value ETF position peaked at $2.66M in Q1 2026.
  • 468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.