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

Diversify 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
Q1 		$3.89M Buy
17,005
+1,291
+8% +$289K 0.07% 239
2025
Q4 		$3.49M Sell
15,714
-23
-0.1% -$4.82K 0.16% 161
2025
Q3 		$3.24M Sell
15,737
-395
-2% -$80.8K 0.19% 144
2025
Q2 		$3.27M Sell
16,132
-154
-0.9% -$28.5K 0.2% 137
2025
Q1 		$2.94M Buy
16,286
+985
+6% +$195K 0.22% 132
2024
Q4 		$2.99M Buy
15,301
+88
+0.6% +$18.1K 0.23% 121
2024
Q3 		$3.04M Buy
15,213
+14,086
+1,250% +$2.71M 0.29% 86
2024
Q2 		$206K Buy
+1,127
New +$208K 0.03% 412

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

Diversify Wealth Management's VBR Position: Q1 2026 in Review

Diversify Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 8.2% in Q1 2026, buying an estimated $289K and bringing the position to 17,005 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #239.

Diversify Wealth Management first reported a position in VBR in Q2 2024 and has held it in 8 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Diversify Wealth Management held 17,005 shares of Vanguard Small-Cap Value ETF worth $3.89M as of Q1 2026.
  • Diversify Wealth Management bought 1,291 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $289K.
  • Vanguard Small-Cap Value ETF made up 0.07% of Diversify Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Diversify Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.