EIP
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Essential Investment Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Essential Investment 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 		$6.08K Hold
25
– – ﹤0.01% 222
2026
Q1 		$5.43K Hold
25
– – 0.01% 222
2025
Q4 		$5.29K Buy
+25
New +$5.23K 0.01% 208

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

Essential Investment Partners's VBR Position: Q2 2026 in Review

Essential Investment Partners held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 25 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Essential Investment Partners first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 533 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Essential Investment Partners held 25 shares of Vanguard Small-Cap Value ETF worth $6.08K as of Q2 2026.
  • Essential Investment Partners left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #222 holding.
  • Essential Investment Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.