EWA
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EverSource Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

EverSource Wealth Advisors’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 		$3.61M Sell
14,841
-10,387
-41% -$2.42M 0.12% 149
2026
Q1 		$5.48M Buy
25,228
+8,974
+55% +$2.01M 0.17% 114
2025
Q4 		$3.44M Buy
16,254
+888
+6% +$186K 0.13% 133
2025
Q3 		$3.21M Buy
15,366
+1,303
+9% +$266K 0.13% 138
2025
Q2 		$2.74M Buy
14,063
+561
+4% +$104K 0.12% 137
2025
Q1 		$2.52M Sell
13,502
-3,456
-20% -$683K 0.14% 131
2024
Q4 		$3.36M Buy
16,958
+3,056
+22% +$627K 0.19% 109
2024
Q3 		$2.79M Sell
13,902
-344
-2% -$66.1K 0.18% 112
2024
Q2 		$2.83M Buy
14,246
+85
+0.6% +$15.7K 0.19% 109
2024
Q1 		$2.55M Sell
14,161
-144
-1% -$26K 0.2% 104
2023
Q4 		$2.57M Sell
14,305
-930
-6% -$152K 0.24% 95
2023
Q3 		$2.43M Sell
15,235
-538
-3% -$89.9K 0.26% 88
2023
Q2 		$2.61M Sell
15,773
-671
-4% -$106K 0.29% 84
2023
Q1 		$2.61M Sell
16,444
-494
-3% -$81.8K 0.33% 80
2022
Q4 		$2.69M Sell
16,938
-38
-0.2% -$6.05K 0.41% 60
2022
Q3 		$2.44M Sell
16,976
-1,358
-7% -$216K 0.56% 37
2022
Q2 		$2.75M Sell
18,334
-109
-0.6% -$17.9K 0.71% 29
2022
Q1 		$3.24M Sell
18,443
-91
-0.5% -$15.8K 0.82% 27
2021
Q4 		$3.31M Buy
+18,534
New +$3.3M 0.93% 22

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

EverSource Wealth Advisors's VBR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 41% in Q2 2026, selling an estimated $2.42M and leaving 14,841 shares worth $3.61M. The position accounts for 0.12% of the portfolio, ranked #149.

EverSource Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.48M in Q1 2026. 629 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • EverSource Wealth Advisors held 14,841 shares of Vanguard Small-Cap Value ETF worth $3.61M as of Q2 2026.
  • EverSource Wealth Advisors sold 10,387 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $2.42M.
  • Vanguard Small-Cap Value ETF made up 0.12% of EverSource Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $5.48M in Q1 2026.
  • 629 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.