EWM
VBR icon

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

Empirical 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 		$31.9M Buy
131,099
+2,606
+2% +$606K 0.46% 38
2026
Q1 		$27.9M Sell
128,493
-2,461
-2% -$550K 0.48% 35
2025
Q4 		$27.7M Sell
130,954
-1,320
-1% -$276K 0.49% 35
2025
Q3 		$27.6M Sell
132,274
-425
-0.3% -$86.9K 0.55% 34
2025
Q2 		$25.9M Buy
132,699
+9,475
+8% +$1.75M 0.58% 31
2025
Q1 		$23M Buy
123,224
+7,312
+6% +$1.44M 0.59% 31
2024
Q4 		$23M Sell
115,912
-3,149
-3% -$646K 0.62% 29
2024
Q3 		$23.9M Buy
119,061
+2,902
+2% +$558K 0.67% 28
2024
Q2 		$21.2M Sell
116,159
-668
-0.6% -$123K 0.63% 29
2024
Q1 		$22.4M Sell
116,827
-1,436
-1% -$259K 0.68% 28
2023
Q4 		$21.3M Sell
118,263
-5,407
-4% -$883K 0.71% 27
2023
Q3 		$19.7M Sell
123,670
-10,799
-8% -$1.81M 0.77% 25
2023
Q2 		$22.2M Sell
134,469
-22,723
-14% -$3.58M 0.89% 25
2023
Q1 		$25M Buy
157,192
+7,410
+5% +$1.23M 1.08% 23
2022
Q4 		$23.8M Buy
149,782
+17,679
+13% +$2.81M 1.12% 22
2022
Q3 		$18.9M Buy
132,103
+12,261
+10% +$1.95M 0.99% 23
2022
Q2 		$18M Sell
119,842
-9,326
-7% -$1.53M 0.94% 23
2022
Q1 		$22.7M Buy
129,168
+13,845
+12% +$2.41M 1.13% 21
2021
Q4 		$20.6M Buy
115,323
+8,863
+8% +$1.58M 1.03% 22
2021
Q3 		$18M Buy
106,460
+3,535
+3% +$605K 1.03% 21
2021
Q2 		$17.9M Buy
102,925
+19,771
+24% +$3.43M 1.08% 20
2021
Q1 		$13.8M Buy
83,154
+7,268
+10% +$1.14M 1.1% 17
2020
Q4 		$10.8M Buy
75,886
+11,403
+18% +$1.47M 0.82% 24
2020
Q3 		$7.13M Buy
64,483
+12,084
+23% +$1.35M 0.61% 31
2020
Q2 		$5.6M Buy
52,399
+4,091
+8% +$411K 0.52% 36
2020
Q1 		$4.29M Buy
48,308
+23,876
+98% +$2.9M 0.47% 37
2019
Q4 		$3.35M Buy
24,432
+4,841
+25% +$641K 0.37% 43
2019
Q3 		$2.52M Buy
19,591
+6,121
+45% +$783K 0.31% 49
2019
Q2 		$1.76M Buy
13,470
+7,691
+133% +$1M 0.23% 69
2019
Q1 		$744K Buy
5,779
+1,435
+33% +$183K 0.11% 115
2018
Q4 		$496K Buy
4,344
+2,432
+127% +$308K 0.08% 120
2018
Q3 		$266K Buy
1,912
+1
+0.1% +$140 0.05% 174
2018
Q2 		$259K Buy
1,911
+275
+17% +$36.9K 0.05% 161
2018
Q1 		$212K Buy
1,636
+3
+0.2% +$398 0.04% 159
2017
Q4 		$217K Sell
1,633
-83
-5% -$10.8K 0.05% 140
2017
Q3 		$219K Sell
1,716
-664
-28% -$81.9K 0.05% 131
2017
Q2 		$293K Sell
2,380
-1,834
-44% -$224K 0.07% 109
2017
Q1 		$518K Buy
4,214
+1,005
+31% +$123K 0.13% 81
2016
Q4 		$388K Buy
+3,209
New +$368K 0.1% 88
2016
Q3 		– Sell
-2,366
Closed -$249K – 115
2016
Q2 		$249K Buy
+2,366
New +$245K 0.07% 97

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

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

Empirical Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, buying an estimated $606K and bringing the position to 131,099 shares worth $31.9M. The position accounts for 0.46% of the portfolio, ranked #38.

Empirical Wealth Management first reported a position in VBR in Q2 2016 and has held it in 40 quarters since. 839 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Empirical Wealth Management held 131,099 shares of Vanguard Small-Cap Value ETF worth $31.9M as of Q2 2026.
  • Empirical Wealth Management bought 2,606 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $606K.
  • Vanguard Small-Cap Value ETF made up 0.46% of Empirical Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Empirical Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2016 and has held it in 40 quarters since.
  • 839 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.