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Godsey & Gibb Inc’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Godsey & Gibb 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 		$684K Hold
2,816
– – 0.06% 65
2026
Q1 		$612K Buy
2,816
+20
+0.7% +$4.47K 0.05% 63
2025
Q4 		$592K Buy
2,796
+5
+0.2% +$1.05K 0.05% 70
2025
Q3 		$583K Hold
2,791
– – 0.05% 68
2025
Q2 		$544K Hold
2,791
– – 0.05% 70
2025
Q1 		$520K Hold
2,791
– – 0.05% 71
2024
Q4 		$553K Hold
2,791
– – 0.06% 70
2024
Q3 		$560K Hold
2,791
– – 0.05% 70
2024
Q2 		$510K Hold
2,791
– – 0.05% 74
2024
Q1 		$536K Buy
2,791
+447
+19% +$80.7K 0.06% 69
2023
Q4 		$422K Hold
2,344
– – 0.05% 75
2023
Q3 		$374K Hold
2,344
– – 0.05% 78
2023
Q2 		$388K Sell
2,344
-95
-4% -$15K 0.04% 77
2023
Q1 		$387K Hold
2,439
– – 0.05% 78
2022
Q4 		$387K Hold
2,439
– – 0.07% 50
2022
Q3 		$350K Hold
2,439
– – 0.28% 11
2022
Q2 		$365K Buy
+2,439
New +$400K 0.2% 16
2021
Q3 		– Sell
-2,439
Closed -$424K – 136
2021
Q2 		$424K Hold
2,439
– – 0.25% 14
2021
Q1 		$404K Buy
2,439
+9
+0.4% +$1.42K 0.05% 68
2020
Q4 		$346K Buy
+2,430
New +$313K 0.05% 73

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

Godsey & Gibb Inc's VBR Position: Q2 2026 in Review

Godsey & Gibb Inc held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,816 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #65.

Godsey & Gibb Inc first reported a position in VBR in Q4 2020 and has held it in 20 quarters since. 668 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Godsey & Gibb Inc held 2,816 shares of Vanguard Small-Cap Value ETF worth $684K as of Q2 2026.
  • Godsey & Gibb Inc left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.06% of Godsey & Gibb Inc's portfolio in Q2 2026, its #65 holding.
  • Godsey & Gibb Inc first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 20 quarters since.
  • 668 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.