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Financial Management Professionals’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Financial Management Professionals’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 		$274K Buy
+1,127
New +$262K 0.03% 161
2025
Q3 		– Sell
-100
Closed -$19.6K – 1066
2025
Q2 		$19.6K Hold
100
– – ﹤0.01% 423
2025
Q1 		$18.6K Buy
+100
New +$19.8K ﹤0.01% 437
2024
Q1 		– Sell
-264
Closed -$48K – 1090
2023
Q4 		$48K Buy
+264
New +$43.1K 0.01% 271
2021
Q2 		– Sell
-11
Closed -$2K – 962
2021
Q1 		$2K Buy
+11
New +$1.73K ﹤0.01% 602

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

Financial Management Professionals's VBR Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 1,127 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in VBR as recently as Q2 2025.

Financial Management Professionals first reported a position in VBR in Q1 2021 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Financial Management Professionals held 1,127 shares of Vanguard Small-Cap Value ETF worth $274K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Financial Management Professionals position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #161 holding.
  • Financial Management Professionals first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.