Core Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Core Wealth Partners’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	–	Sell	-1,026	Closed	-$223K	–	205
2026 Q1	$223K	Sell	1,026 -47	-4%	-$10.5K	0.1%	155
2025 Q4	$227K	Hold	1,073	–	–	0.1%	153
2025 Q3	$224K	Hold	1,073	–	–	0.1%	152
2025 Q2	$209K	Buy	+1,073	New	+$199K	0.11%	162
2025 Q1	–	Sell	-1,073	Closed	-$213K	–	180
2024 Q4	$213K	Hold	1,073	–	–	0.12%	156
2024 Q3	$215K	Buy	+1,073	New	+$206K	0.13%	153
2024 Q2	–	Sell	-1,073	Closed	-$206K	–	154
2024 Q1	$206K	Buy	+1,073	New	+$194K	0.16%	133

Other funds holding VBR

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Core Wealth Partners's VBR Position: Q2 2026 in Review

Core Wealth Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 1,026 shares — an estimated $223K sold.

Core Wealth Partners first reported a position in VBR in Q1 2024 and held it in 7 quarters. The position peaked at $227K in Q4 2025. 644 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Core Wealth Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Core Wealth Partners sold 1,026 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $223K.
Core Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and held it in 7 quarters.
Core Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $227K in Q4 2025.
644 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.