CogentBlue Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

CogentBlue Wealth 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	$214K	Buy	+880	New	+$205K	0.12%	94

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

CogentBlue Wealth Advisors's VBR Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 880 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #94 among its holdings.

468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

CogentBlue Wealth Advisors held 880 shares of Vanguard Small-Cap Value ETF worth $214K as of Q2 2026.
Vanguard Small-Cap Value ETF was a new CogentBlue Wealth Advisors position in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #94 holding.
468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.