Gibraltar Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Gibraltar Capital Management’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	$3.2M	Buy	13,186 +65	+0.5%	+$15.1K	0.49%	65
2026 Q1	$2.85M	Sell	13,121 -394	-3%	-$88.1K	0.49%	64
2025 Q4	$2.86M	Buy	13,515 +799	+6%	+$167K	0.49%	61
2025 Q3	$2.65M	Sell	12,716 -10	-0.1%	-$2.04K	0.48%	59
2025 Q2	$2.48M	Buy	12,726 +732	+6%	+$135K	0.48%	57
2025 Q1	$2.23M	Buy	+11,994	New	+$2.37M	0.48%	52

Other funds holding VBR

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

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

Gibraltar Capital Management's VBR Position: Q2 2026 in Review

Gibraltar Capital Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 13,186 shares worth $3.2M. The position accounts for 0.49% of the portfolio, ranked #65.

Gibraltar Capital Management first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Gibraltar Capital Management held 13,186 shares of Vanguard Small-Cap Value ETF worth $3.2M as of Q2 2026.
Gibraltar Capital Management bought 65 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $15.1K.
Vanguard Small-Cap Value ETF made up 0.49% of Gibraltar Capital Management's portfolio in Q2 2026, its #65 holding.
Gibraltar Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.