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Columbia Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Columbia Asset Management’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 		$374K Sell
1,541
-32
-2% -$7.44K 0.07% 135
2026
Q1 		$342K Hold
1,573
– – 0.07% 137
2025
Q4 		$333K Buy
1,573
+50
+3% +$10.5K 0.06% 139
2025
Q3 		$318K Buy
1,523
+65
+4% +$13.3K 0.06% 137
2025
Q2 		$284K Buy
1,458
+50
+4% +$9.26K 0.06% 141
2025
Q1 		$262K Hold
1,408
– – 0.05% 172
2024
Q4 		$279K Hold
1,408
– – 0.05% 173
2024
Q3 		$283K Hold
1,408
– – 0.05% 158
2024
Q2 		$257K Hold
1,408
– – 0.05% 160
2024
Q1 		$253K Hold
1,408
– – 0.05% 151
2023
Q4 		$253K Hold
1,408
– – 0.05% 151
2023
Q3 		$225K Hold
1,408
– – 0.05% 151
2023
Q2 		$233K Sell
1,408
-15
-1% -$2.36K 0.05% 155
2023
Q1 		$226K Hold
1,423
– – 0.05% 154
2022
Q4 		$226K Hold
1,423
– – 0.05% 153
2022
Q3 		$204K Buy
+1,423
New +$226K 0.05% 159

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

Columbia Asset Management's VBR Position: Q2 2026 in Review

Columbia Asset Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, selling an estimated $7.44K and leaving 1,541 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #135.

Columbia Asset Management first reported a position in VBR in Q3 2022 and has held it in 16 quarters since. 514 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Columbia Asset Management held 1,541 shares of Vanguard Small-Cap Value ETF worth $374K as of Q2 2026.
  • Columbia Asset Management sold 32 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $7.44K.
  • Vanguard Small-Cap Value ETF made up 0.07% of Columbia Asset Management's portfolio in Q2 2026, its #135 holding.
  • Columbia Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 514 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.