General Partner Inc’s Vanguard Small-Cap Value ETF VBR Stock Holding History

General Partner Inc’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	$8.73M	Hold	35,936	–	–	4.7%	4
2026 Q1	$7.81M	Buy	35,936 +6,485	+22%	+$1.45M	4.75%	4
2025 Q4	$6.24M	Buy	29,451 +92	+0.3%	+$19.3K	3.54%	5
2025 Q3	$6.13M	Hold	29,359	–	–	3.37%	6
2025 Q2	$5.73M	Buy	29,359 +22,330	+318%	+$4.13M	3.35%	6
2025 Q1	$1.31M	Sell	7,029 -21,600	-75%	-$4.27M	0.85%	30
2024 Q4	$5.67M	Buy	28,629 +162	+0.6%	+$33.3K	3.42%	6
2024 Q3	$5.72M	Hold	28,467	–	–	3.55%	6
2024 Q2	$5.2M	Buy	28,467 +5,067	+22%	+$936K	3.32%	6
2024 Q1	$4.49M	Buy	23,400 +4,500	+24%	+$812K	2.82%	6
2023 Q4	$3.4M	Hold	18,900	–	–	2.86%	6
2023 Q3	$2.98M	Hold	18,900	–	–	2.66%	8
2023 Q2	$3.13M	Hold	18,900	–	–	2.61%	9
2023 Q1	$2.97M	Hold	18,900	–	–	2.61%	9
2022 Q4	$3M	Buy	+18,900	New	+$3.01M	2.76%	9

Other funds holding VBR

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

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

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

MAM

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

WFPG

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

EWM

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

General Partner Inc's VBR Position: Q2 2026 in Review

General Partner Inc held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 35,936 shares worth $8.73M. The position accounts for 4.7% of the portfolio, ranked #4.

General Partner Inc first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

General Partner Inc held 35,936 shares of Vanguard Small-Cap Value ETF worth $8.73M as of Q2 2026.
General Partner Inc left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 4.7% of General Partner Inc's portfolio in Q2 2026, its #4 holding.
General Partner Inc first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.