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DHJJ Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

DHJJ Financial 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
Q1 		$89.1K Buy
410
+27
+7% +$6.04K 0.03% 302
2025
Q4 		$81.1K Buy
383
+4
+1% +$838 0.03% 305
2025
Q3 		$79.2K Buy
379
+1
+0.3% +$204 0.03% 293
2025
Q2 		$73.6K Sell
378
-5
-1% -$926 0.03% 290
2025
Q1 		$71.3K Sell
383
-46
-11% -$9.09K 0.03% 269
2024
Q4 		$85K Sell
429
-13
-3% -$2.67K 0.03% 241
2024
Q3 		$88.7K Sell
442
-2
-0.5% -$384 0.04% 235
2024
Q2 		$81K Buy
444
+422
+1,918% +$78K 0.03% 227
2024
Q1 		$4.22K Hold
22
– – ﹤0.01% 511
2023
Q4 		$3.96K Sell
22
-42
-66% -$6.86K ﹤0.01% 508
2023
Q3 		$10.1K Buy
+64
New +$10.7K 0.01% 434

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DHJJ Financial Advisors's VBR Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 7% in Q1 2026, buying an estimated $6.04K and bringing the position to 410 shares worth $89.1K. The position accounts for 0.03% of the portfolio, ranked #302.

DHJJ Financial Advisors first reported a position in VBR in Q3 2023 and has held it in 11 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • DHJJ Financial Advisors held 410 shares of Vanguard Small-Cap Value ETF worth $89.1K as of Q1 2026.
  • DHJJ Financial Advisors bought 27 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $6.04K.
  • Vanguard Small-Cap Value ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #302 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.