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Echo45 Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Echo45 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
Q2 		$4.35M Buy
17,886
+200
+1% +$46.5K 2.24% 17
2026
Q1 		$3.84M Buy
17,686
+47
+0.3% +$10.5K 2.16% 17
2025
Q4 		$3.74M Buy
17,639
+548
+3% +$115K 2.13% 17
2025
Q3 		$3.57M Buy
17,091
+485
+3% +$99.2K 2.09% 16
2025
Q2 		$3.24M Buy
16,606
+394
+2% +$72.9K 2.04% 16
2025
Q1 		$3.02M Buy
16,212
+244
+2% +$48.2K 2.02% 15
2024
Q4 		$3.18M Buy
15,968
+1,285
+9% +$264K 2.09% 16
2024
Q3 		$2.95M Buy
14,683
+616
+4% +$118K 1.92% 17
2024
Q2 		$2.57M Sell
14,067
-1,537
-10% -$284K 1.8% 17
2024
Q1 		$2.99M Buy
15,604
+118
+0.8% +$21.3K 2.15% 14
2023
Q4 		$2.79M Buy
15,486
+1,603
+12% +$262K 2.14% 15
2023
Q3 		$2.21M Buy
13,883
+11
+0.1% +$1.84K 1.88% 14
2023
Q2 		$2.29M Buy
13,872
+496
+4% +$78.1K 1.89% 15
2023
Q1 		$2.12M Buy
13,376
+1,925
+17% +$319K 1.76% 15
2022
Q4 		$1.82M Buy
11,451
+585
+5% +$93.1K 1.63% 13
2022
Q3 		$1.56M Buy
10,866
+990
+10% +$157K 1.58% 14
2022
Q2 		$1.48M Buy
9,876
+2,415
+32% +$396K 1.4% 14
2022
Q1 		$1.31M Buy
7,461
+2,856
+62% +$497K 1.03% 17
2021
Q4 		$824K Buy
+4,605
New +$819K 0.66% 26

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
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

Echo45 Advisors's VBR Position: Q2 2026 in Review

Echo45 Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.1% in Q2 2026, buying an estimated $46.5K and bringing the position to 17,886 shares worth $4.35M. The position accounts for 2.24% of the portfolio, ranked #17.

Echo45 Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Echo45 Advisors held 17,886 shares of Vanguard Small-Cap Value ETF worth $4.35M as of Q2 2026.
  • Echo45 Advisors bought 200 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $46.5K.
  • Vanguard Small-Cap Value ETF made up 2.24% of Echo45 Advisors's portfolio in Q2 2026, its #17 holding.
  • Echo45 Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.