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

Dominguez Wealth Management Solutions’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 		$518K Buy
2,131
+25
+1% +$5.82K 0.29% 51
2026
Q1 		$457K Sell
2,106
-11
-0.5% -$2.46K 0.28% 52
2025
Q4 		$448K Buy
2,117
+92
+5% +$19.3K 0.27% 51
2025
Q3 		$423K Sell
2,025
-3
-0.1% -$613 0.27% 51
2025
Q2 		$395K Hold
2,028
– – 0.27% 50
2025
Q1 		$378K Sell
2,028
-15
-0.7% -$2.96K 0.28% 52
2024
Q4 		$405K Sell
2,043
-19
-0.9% -$3.9K 0.3% 51
2024
Q3 		$414K Sell
2,062
-9
-0.4% -$1.73K 0.3% 51
2024
Q2 		$378K Sell
2,071
-40
-2% -$7.39K 0.28% 50
2024
Q1 		$405K Buy
2,111
+4
+0.2% +$722 0.32% 50
2023
Q4 		$379K Sell
2,107
-12
-0.6% -$1.96K 0.31% 49
2023
Q3 		$338K Sell
2,119
-37
-2% -$6.19K 0.31% 46
2023
Q2 		$357K Sell
2,156
-90
-4% -$14.2K 0.31% 45
2023
Q1 		$357K Sell
2,246
-37
-2% -$6.13K 0.33% 45
2022
Q4 		$363K Buy
+2,283
New +$363K 0.36% 44

Other funds holding VBR

AL
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
Wealth Enhancement Advisory Services
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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Dominguez Wealth Management Solutions's VBR Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.2% in Q2 2026, buying an estimated $5.82K and bringing the position to 2,131 shares worth $518K. The position accounts for 0.29% of the portfolio, ranked #51.

Dominguez Wealth Management Solutions first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 416 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Dominguez Wealth Management Solutions held 2,131 shares of Vanguard Small-Cap Value ETF worth $518K as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 25 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $5.82K.
  • Vanguard Small-Cap Value ETF made up 0.29% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #51 holding.
  • Dominguez Wealth Management Solutions first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 416 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.