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Elevation Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Elevation Wealth Partners’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 		$491K Sell
2,019
-21
-1% -$4.88K 0.15% 83
2026
Q1 		$443K Sell
2,040
-31
-1% -$6.93K 0.16% 81
2025
Q4 		$439K Sell
2,071
-59
-3% -$12.4K 0.16% 80
2025
Q3 		$445K Sell
2,130
-190
-8% -$38.9K 0.16% 83
2025
Q2 		$452K Sell
2,320
-116
-5% -$21.5K 0.18% 76
2025
Q1 		$459K Sell
2,436
-170
-7% -$33.6K 0.2% 72
2024
Q4 		$516K Sell
2,606
-46
-2% -$9.44K 0.22% 65
2024
Q3 		$532K Buy
2,652
+8
+0.3% +$1.54K 0.23% 69
2024
Q2 		$483K Sell
2,644
-102
-4% -$18.8K 0.23% 69
2024
Q1 		$522K Sell
2,746
-125
-4% -$22.6K 0.26% 65
2023
Q4 		$467K Buy
2,871
+480
+20% +$78.4K 0.28% 65
2023
Q3 		$381K Sell
2,391
-239
-9% -$40K 0.33% 41
2023
Q2 		$445K Sell
2,630
-439
-14% -$69.1K 0.38% 36
2023
Q1 		$487K Buy
+3,069
New +$508K 0.45% 33

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners's VBR Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1% in Q2 2026, selling an estimated $4.88K and leaving 2,019 shares worth $491K. The position accounts for 0.15% of the portfolio, ranked #83.

Elevation Wealth Partners first reported a position in VBR in Q1 2023 and has held it in 14 quarters since. The position peaked at $532K in Q3 2024. 815 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Elevation Wealth Partners held 2,019 shares of Vanguard Small-Cap Value ETF worth $491K as of Q2 2026.
  • Elevation Wealth Partners sold 21 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $4.88K.
  • Vanguard Small-Cap Value ETF made up 0.15% of Elevation Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $532K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.