Coordinated Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Coordinated Financial Services’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	$1.46M	Buy	6,709 +90	+1%	+$20.1K	0.84%	27
2025 Q4	$1.4M	Buy	6,619 +192	+3%	+$40.2K	0.81%	29
2025 Q3	$1.34M	Buy	6,427 +273	+4%	+$55.8K	0.86%	27
2025 Q2	$1.2M	Buy	6,154 +788	+15%	+$146K	0.83%	34
2025 Q1	$1,000K	Buy	5,366 +204	+4%	+$40.3K	0.77%	39
2024 Q4	$1.02M	Buy	+5,162	New	+$1.06M	0.8%	35
2024 Q2	$932K	Sell	5,104 -2	-0%	-$369	0.8%	35
2024 Q1	$980K	Buy	+5,106	New	+$921K	0.86%	33

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 $4.05B AUM 19.01% 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

Coordinated Financial Services's VBR Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.4% in Q1 2026, buying an estimated $20.1K and bringing the position to 6,709 shares worth $1.46M. The position accounts for 0.84% of the portfolio, ranked #27.

Coordinated Financial Services first reported a position in VBR in Q1 2024 and has held it in 8 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Coordinated Financial Services held 6,709 shares of Vanguard Small-Cap Value ETF worth $1.46M as of Q1 2026.
Coordinated Financial Services bought 90 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $20.1K.
Vanguard Small-Cap Value ETF made up 0.84% of Coordinated Financial Services's portfolio in Q1 2026, its #27 holding.
Coordinated Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.