Efficient Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.5M | Sell |
397,932
-170,053
| -30% | -$38M | 6.14% | 6 |
|
|
2025
Q4 | $120M | Sell |
567,985
-47,437
| -8% | -$9.93M | 7.02% | 2 |
|
|
2025
Q3 | $128M | Buy |
615,422
+4,733
| +0.8% | +$968K | 7.24% | 1 |
|
|
2025
Q2 | $119M | Buy |
610,689
+42,794
| +8% | +$7.92M | 7.09% | 1 |
|
|
2025
Q1 | $106M | Buy |
567,895
+15,376
| +3% | +$3.04M | 6.89% | 1 |
|
|
2024
Q4 | $109M | Sell |
552,519
-27,704
| -5% | -$5.69M | 7.05% | 1 |
|
|
2024
Q3 | $116M | Sell |
580,223
-5,245
| -0.9% | -$1.01M | 7.31% | 1 |
|
|
2024
Q2 | $107M | Sell |
585,468
-12,217
| -2% | -$2.26M | 6.93% | 1 |
|
|
2024
Q1 | $115M | Sell |
597,685
-4,846
| -0.8% | -$874K | 7.36% | 1 |
|
|
2023
Q4 | $108M | Sell |
602,531
-29,879
| -5% | -$4.88M | 7.32% | 1 |
|
|
2023
Q3 | $101M | Sell |
632,410
-17,205
| -3% | -$2.88M | 6.83% | 3 |
|
|
2023
Q2 | $107M | Buy |
649,615
+58,993
| +10% | +$9.29M | 7.02% | 1 |
|
|
2023
Q1 | $93.8M | Buy |
590,622
+18,437
| +3% | +$3.05M | 6.53% | 3 |
|
|
2022
Q4 | $90.9M | Buy |
572,185
+13,922
| +2% | +$2.22M | 9.23% | 1 |
|
|
2022
Q3 | $80.1M | Sell |
558,263
-5,287
| -0.9% | -$840K | 6.97% | 3 |
|
|
2022
Q2 | $84.4M | Buy |
563,550
+2,417
| +0.4% | +$396K | 7.05% | 3 |
|
|
2022
Q1 | $98.7M | Sell |
561,133
-58,850
| -9% | -$10.2M | 7.53% | 1 |
|
|
2021
Q4 | $111M | Buy |
619,983
+103,738
| +20% | +$18.4M | 7.86% | 1 |
|
|
2021
Q3 | $87.4M | Buy |
516,245
+113,226
| +28% | +$19.4M | 8.35% | 2 |
|
|
2021
Q2 | $70M | Buy |
403,019
+4,418
| +1% | +$766K | 8.68% | 2 |
|
|
2021
Q1 | $66M | Sell |
398,601
-19,122
| -5% | -$3.01M | 9.05% | 2 |
|
|
2020
Q4 | $59.4M | Sell |
417,723
-7,117
| -2% | -$918K | 9.07% | 2 |
|
|
2020
Q3 | $47M | Sell |
424,840
-3,523
| -0.8% | -$395K | 8.63% | 3 |
|
|
2020
Q2 | $45.8M | Buy |
428,363
+31,246
| +8% | +$3.14M | 8.48% | 3 |
|
|
2020
Q1 | $35.3M | Buy |
397,117
+47,793
| +14% | +$5.8M | 7.38% | 4 |
|
|
2019
Q4 | $47.9M | Buy |
349,324
+23,636
| +7% | +$3.13M | 8.33% | 3 |
|
|
2019
Q3 | $42M | Buy |
325,688
+12,661
| +4% | +$1.62M | 7.67% | 3 |
|
|
2019
Q2 | $40.9M | Buy |
313,027
+5,373
| +2% | +$699K | 7.14% | 4 |
|
|
2019
Q1 | $39.6M | Buy |
307,654
+152
| +0% | +$19.3K | 6.92% | 4 |
|
|
2018
Q4 | $35.1M | Buy |
307,502
+11,006
| +4% | +$1.39M | 6.53% | 4 |
|
|
2018
Q3 | $41.3M | Sell |
296,496
-10,345
| -3% | -$1.45M | 7.07% | 5 |
|
|
2018
Q2 | $41.7M | Sell |
306,841
-2,708
| -0.9% | -$363K | 7.09% | 4 |
|
|
2018
Q1 | $40.1M | Buy |
309,549
+229
| +0.1% | +$30.4K | 6.76% | 5 |
|
|
2017
Q4 | $41.1M | Buy |
309,320
+211
| +0.1% | +$27.5K | 6.84% | 5 |
|
|
2017
Q3 | $39.5M | Sell |
309,109
-10
| -0% | -$1.23K | 6.79% | 5 |
|
|
2017
Q2 | $38M | Sell |
309,119
-7,171
| -2% | -$877K | 5.59% | 7 |
|
|
2017
Q1 | $38.9M | Sell |
316,290
-10,575
| -3% | -$1.3M | 5.44% | 7 |
|
|
2016
Q4 | $39.6M | Sell |
326,865
-21,473
| -6% | -$2.46M | 5.66% | 7 |
|
|
2016
Q3 | $38.5M | Buy |
348,338
+32,825
| +10% | +$3.6M | 5.67% | 6 |
|
|
2016
Q2 | $33.2M | Sell |
315,513
-3,256
| -1% | -$338K | 5.28% | 6 |
|
|
2016
Q1 | $32.5M | Sell |
318,769
-2,859
| -0.9% | -$269K | 5.84% | 6 |
|
|
2015
Q4 | $31.8M | Buy |
321,628
+3,119
| +1% | +$318K | 6.93% | 6 |
|
|
2015
Q3 | $30.8M | Sell |
318,509
-6,244
| -2% | -$648K | 6.9% | 6 |
|
|
2015
Q2 | $35M | Sell |
324,753
-3,604
| -1% | -$395K | 7.31% | 6 |
|
|
2015
Q1 | $35.9M | Buy |
328,357
+3,970
| +1% | +$422K | 7.65% | 6 |
|
|
2014
Q4 | $34.3M | Buy |
324,387
+220
| +0.1% | +$22.7K | 7.85% | 6 |
|
|
2014
Q3 | $32.3M | Sell |
324,167
-3,085
| -0.9% | -$319K | 7.48% | 6 |
|
|
2014
Q2 | $34.5M | Sell |
327,252
-14,886
| -4% | -$1.5M | 7.87% | 6 |
|
|
2014
Q1 | $34.4M | Buy |
342,138
+4,913
| +1% | +$479K | 8.31% | 6 |
|
|
2013
Q4 | $32.8M | Buy |
337,225
+2,383
| +0.7% | +$225K | 7.95% | 6 |
|
|
2013
Q3 | $30.2M | Sell |
334,842
-1,560
| -0.5% | -$138K | 7.75% | 6 |
|
|
2013
Q2 | $28.2M | Buy |
+336,402
| New | +$27.9M | 7.86% | 6 |
|
Other funds holding VBR
AL
Efficient Advisors's VBR Position: Q1 2026 in Review
Efficient Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 30% in Q1 2026, selling an estimated $38M and leaving 397,932 shares worth $86.5M. The position accounts for 6.14% of the portfolio, ranked #6.
Efficient Advisors first reported a position in VBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $128M in Q3 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.
- Efficient Advisors held 397,932 shares of Vanguard Small-Cap Value ETF worth $86.5M as of Q1 2026.
- Efficient Advisors sold 170,053 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $38M.
- Vanguard Small-Cap Value ETF made up 6.14% of Efficient Advisors's portfolio in Q1 2026, its #6 holding.
- Efficient Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
- Efficient Advisors's Vanguard Small-Cap Value ETF position peaked at $128M in Q3 2025.
- 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.