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

Ehrlich 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
Q2 		$279K Hold
1,150
– – 0.14% 99
2026
Q1 		$250K Sell
1,150
-14
-1% -$3.13K 0.14% 104
2025
Q4 		$246K Buy
1,164
+1
+0.1% +$209 0.14% 99
2025
Q3 		$243K Hold
1,163
– – 0.14% 101
2025
Q2 		$227K Buy
1,163
+50
+4% +$9.26K 0.15% 100
2025
Q1 		$207K Buy
+1,113
New +$220K 0.15% 98

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

Ehrlich Financial Group's VBR Position: Q2 2026 in Review

Ehrlich Financial Group held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,150 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #99.

Ehrlich Financial Group first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ehrlich Financial Group held 1,150 shares of Vanguard Small-Cap Value ETF worth $279K as of Q2 2026.
  • Ehrlich Financial Group left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.14% of Ehrlich Financial Group's portfolio in Q2 2026, its #99 holding.
  • Ehrlich Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.