Gilliland Jeter Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Gilliland Jeter Wealth 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 Q1	$334K	Hold	1,536	–	–	0.1%	146
2025 Q4	$325K	Hold	1,536	–	–	0.1%	141
2025 Q3	$321K	Hold	1,536	–	–	0.1%	143
2025 Q2	$300K	Hold	1,536	–	–	0.1%	141
2025 Q1	$286K	Hold	1,536	–	–	0.1%	147
2024 Q4	$304K	Hold	1,536	–	–	0.1%	140
2024 Q3	$308K	Sell	1,536 -13	-0.8%	-$2.5K	0.1%	140
2024 Q2	$283K	Buy	1,549 +13	+0.8%	+$2.4K	0.1%	139
2024 Q1	$295K	Hold	1,536	–	–	0.1%	140
2023 Q4	$276K	Buy	+1,536	New	+$251K	0.11%	137

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

Gilliland Jeter Wealth Management's VBR Position: Q1 2026 in Review

Gilliland Jeter Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 1,536 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #146.

Gilliland Jeter Wealth Management 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.

Gilliland Jeter Wealth Management held 1,536 shares of Vanguard Small-Cap Value ETF worth $334K as of Q1 2026.
Gilliland Jeter Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Value ETF made up 0.1% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #146 holding.
Gilliland Jeter Wealth Management 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 Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.