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Golden State Equity Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Golden State Equity Partners’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 		$126K Buy
+580
New +$130K 0.01% 701
2024
Q4 		– Sell
-115
Closed -$23.1K – 858
2024
Q3 		$23.1K Buy
+115
New +$22.1K 0.01% 496

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Equity Partners's VBR Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 580 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in VBR as recently as Q3 2024.

Golden State Equity Partners first reported a position in VBR in Q3 2024 and has held it in 2 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Golden State Equity Partners held 580 shares of Vanguard Small-Cap Value ETF worth $126K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Golden State Equity Partners position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #701 holding.
  • Golden State Equity Partners first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.