EFG
VBR icon

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

Everhart 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 		$62.1M Buy
255,385
+198,989
+353% +$46.3M 3.97% 7
2026
Q1 		$12.3M Buy
56,396
+18,188
+48% +$4.07M 1.04% 12
2025
Q4 		$8.09M Buy
38,208
+1,863
+5% +$390K 0.75% 20
2025
Q3 		$7.59M Buy
36,345
+2,624
+8% +$537K 0.76% 20
2025
Q2 		$6.58M Buy
33,721
+4,032
+14% +$746K 0.76% 18
2025
Q1 		$5.53M Buy
29,689
+3,772
+15% +$745K 0.76% 15
2024
Q4 		$5.14M Buy
25,917
+464
+2% +$95.3K 1.06% 17
2024
Q3 		$5.11M Buy
25,453
+368
+1% +$70.7K 1.13% 13
2024
Q2 		$4.58M Buy
25,085
+670
+3% +$124K 1.19% 15
2024
Q1 		$4.68M Buy
24,415
+1,255
+5% +$226K 1.36% 11
2023
Q4 		$4.17M Buy
23,160
+557
+2% +$90.9K 1.48% 10
2023
Q3 		$3.6M Sell
22,603
-11
-0% -$1.84K 1.53% 12
2023
Q2 		$3.35M Buy
22,614
+1,273
+6% +$200K 1.39% 16
2023
Q1 		$3.39M Buy
21,341
+2,427
+13% +$402K 1.52% 13
2022
Q4 		$3M Sell
18,914
-10,191
-35% -$1.62M 1.51% 15
2022
Q3 		$4.17M Buy
29,105
+9,630
+49% +$1.53M 2.31% 7
2022
Q2 		$2.92M Sell
19,475
-1,185
-6% -$194K 1.77% 12
2022
Q1 		$3.63M Buy
20,660
+1,403
+7% +$244K 2.1% 11
2021
Q4 		$3.44M Buy
19,257
+182
+1% +$32.4K 2.08% 13
2021
Q3 		$3.23M Sell
19,075
-719
-4% -$123K 2.21% 11
2021
Q2 		$3.44M Buy
19,794
+1,013
+5% +$176K 2.37% 11
2021
Q1 		$3.11M Sell
18,781
-652
-3% -$103K 2.73% 9
2020
Q4 		$2.76M Buy
+19,433
New +$2.51M 2.55% 10

Other funds holding VBR

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return