EWA LLC’s Vanguard Small-Cap Value ETF VBR Stock Holding History

EWA LLC’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	$354K	Buy	1,458 +425	+41%	+$98.9K	0.06%	188
2026 Q1	$225K	Buy	1,033 +1	+0.1%	+$224	0.05%	220
2025 Q4	$218K	Buy	+1,032	New	+$216K	0.05%	210
2024 Q1	–	Sell	-3,384	Closed	-$598K	–	164
2023 Q4	$598K	Sell	3,384 -38,995	-92%	-$6.37M	0.29%	36
2023 Q3	$6.61M	Buy	42,379 +3,322	+9%	+$555K	4.28%	7
2023 Q2	$6.46M	Buy	39,057 +2,160	+6%	+$340K	4.43%	7
2023 Q1	$5.63M	Buy	+36,897	New	+$6.11M	4.18%	8

Other funds holding VBR

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return