FTWA
VBR icon

Fifth Third Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Fifth Third 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 		$707K Sell
2,911
-385
-12% -$89.6K 0.02% 378
2026
Q1 		$716K Buy
3,296
+825
+33% +$184K 0.02% 327
2025
Q4 		$523K Buy
2,471
+722
+41% +$151K 0.02% 373
2025
Q3 		$365K Sell
1,749
-209
-11% -$42.7K 0.01% 487
2025
Q2 		$382K Buy
+1,958
New +$362K 0.02% 448

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

Fifth Third Wealth Advisors's VBR Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, selling an estimated $89.6K and leaving 2,911 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #378.

Fifth Third Wealth Advisors first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q1 2026. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,911 shares of Vanguard Small-Cap Value ETF worth $707K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 385 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $89.6K.
  • Vanguard Small-Cap Value ETF made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Fifth Third Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Fifth Third Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $716K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.