Game Plan Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Game Plan Financial 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 Q1	$5.76K	Buy	27 +1	+4%	+$224	﹤0.01%	229
2025 Q4	$5.58K	Hold	26	–	–	﹤0.01%	237
2025 Q3	$5.45K	Hold	26	–	–	﹤0.01%	245
2025 Q2	$5.07K	Hold	26	–	–	﹤0.01%	249
2025 Q1	$4.84K	Hold	26	–	–	﹤0.01%	255
2024 Q4	$5.12K	Hold	26	–	–	﹤0.01%	265
2024 Q3	$5.16K	Buy	26 +1	+4%	+$192	﹤0.01%	273
2024 Q2	$4.64K	Hold	25	–	–	﹤0.01%	275
2024 Q1	$4.88K	Hold	25	–	–	﹤0.01%	306
2023 Q4	$4.55K	Buy	+25	New	+$4.08K	﹤0.01%	298

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 $3.51B AUM 13.98% 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

Game Plan Financial Advisors's VBR Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 3.8% in Q1 2026, buying an estimated $224 and bringing the position to 27 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Game Plan Financial Advisors first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Game Plan Financial Advisors held 27 shares of Vanguard Small-Cap Value ETF worth $5.76K as of Q1 2026.
Game Plan Financial Advisors bought 1 Vanguard Small-Cap Value ETF share in Q1 2026, an estimated $224.
Vanguard Small-Cap Value ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #229 holding.
Game Plan Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.