DecisionMap Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

DecisionMap Wealth 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	$325K	Hold	1,336	–	–	0.18%	108
2026 Q1	$290K	Sell	1,336 -35	-3%	-$7.82K	0.19%	104
2025 Q4	$290K	Sell	1,371 -49	-3%	-$10.3K	0.18%	105
2025 Q3	$296K	Sell	1,420 -2	-0.1%	-$409	0.19%	98
2025 Q2	$277K	Sell	1,422 -92	-6%	-$17K	0.19%	102
2025 Q1	$282K	Sell	1,514 -52	-3%	-$10.3K	0.21%	97
2024 Q4	$310K	Buy	+1,566	New	+$321K	0.25%	85

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

DecisionMap Wealth Management's VBR Position: Q2 2026 in Review

DecisionMap Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,336 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #108.

DecisionMap Wealth Management first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

DecisionMap Wealth Management held 1,336 shares of Vanguard Small-Cap Value ETF worth $325K as of Q2 2026.
DecisionMap Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.18% of DecisionMap Wealth Management's portfolio in Q2 2026, its #108 holding.
DecisionMap Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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