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Dynamic Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Dynamic Financial Group’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 		$1.41M Buy
6,479
+45
+0.7% +$10.1K 1.15% 13
2025
Q4 		$1.36M Buy
6,434
+206
+3% +$43.1K 1.16% 15
2025
Q3 		$1.3M Buy
6,228
+149
+2% +$30.5K 1.13% 13
2025
Q2 		$1.19M Buy
6,079
+190
+3% +$35.2K 1.14% 12
2025
Q1 		$1.1M Sell
5,889
-132
-2% -$26.1K 1.1% 12
2024
Q4 		$1.19M Buy
+6,021
New +$1.24M 1.21% 10

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 $3.51B AUM 13.98% 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

Dynamic Financial Group's VBR Position: Q1 2026 in Review

Dynamic Financial Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.7% in Q1 2026, buying an estimated $10.1K and bringing the position to 6,479 shares worth $1.41M. The position accounts for 1.15% of the portfolio, ranked #13.

Dynamic Financial Group first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Dynamic Financial Group held 6,479 shares of Vanguard Small-Cap Value ETF worth $1.41M as of Q1 2026.
  • Dynamic Financial Group bought 45 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Small-Cap Value ETF made up 1.15% of Dynamic Financial Group's portfolio in Q1 2026, its #13 holding.
  • Dynamic Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.