Fiduciary Family Office’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Fiduciary Family Office’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 Q1	$3.73M	Hold	17,160	–	–	1.06%	14
2025 Q4	$3.63M	Hold	17,160	–	–	1.04%	13
2025 Q3	$3.58M	Hold	17,160	–	–	1.02%	14
2025 Q2	$3.35M	Hold	17,160	–	–	1.1%	14
2025 Q1	$3.2M	Buy	+17,160	New	+$3.39M	1.06%	11
2024 Q4	–	Sell	-17,347	Closed	-$3.48M	–	243
2024 Q3	$3.48M	Buy	17,347 +55	+0.3%	+$10.6K	1.15%	8
2024 Q2	$3.16M	Sell	17,292 -282	-2%	-$52.1K	1.25%	8
2024 Q1	$3.37M	Sell	17,574 -238	-1%	-$42.9K	1.32%	10
2023 Q4	$3.21M	Buy	+17,812	New	+$2.91M	1.4%	5

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Family Office's VBR Position: Q1 2026 in Review

Fiduciary Family Office held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 17,160 shares worth $3.73M. The position accounts for 1.06% of the portfolio, ranked #14.

Fiduciary Family Office first reported a position in VBR in Q4 2023 and has held it in 9 quarters since. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Fiduciary Family Office held 17,160 shares of Vanguard Small-Cap Value ETF worth $3.73M as of Q1 2026.
Fiduciary Family Office left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Value ETF made up 1.06% of Fiduciary Family Office's portfolio in Q1 2026, its #14 holding.
Fiduciary Family Office first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.