Elmwood Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Elmwood Wealth Management’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	$202K	Buy	+832	New	+$194K	0.05%	195
2020 Q2	–	Sell	-100	Closed	-$12.9K	–	344
2020 Q1	$12.9K	Buy	+100	New	+$12.1K	0.01%	180
2019 Q2	–	Sell	-50	Closed	-$6K	–	304
2019 Q1	$6K	Hold	50	–	–	0.01%	215
2018 Q4	$6K	Hold	50	–	–	0.01%	216
2018 Q3	$6.97K	Sell	50 -50	-50%	-$7.01K	0.01%	218
2018 Q2	$13.6K	Hold	100	–	–	0.01%	185
2018 Q1	$12.9K	Buy	+100	New	+$13.3K	0.01%	180

Other funds holding VBR

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Elmwood Wealth Management's VBR Position: Q2 2026 in Review

Elmwood Wealth Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 832 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in VBR as recently as Q1 2020.

Elmwood Wealth Management first reported a position in VBR in Q1 2018 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Elmwood Wealth Management held 832 shares of Vanguard Small-Cap Value ETF worth $202K as of Q2 2026.
Vanguard Small-Cap Value ETF was a new Elmwood Wealth Management position in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #195 holding.
Elmwood Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2018 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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