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Graney & King’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Graney & King’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 		$241K Hold
1,107
– – 0.13% 58
2025
Q4 		$235K Buy
1,107
+30
+3% +$6.28K 0.14% 58
2025
Q3 		$225K Hold
1,077
– – 0.16% 58
2025
Q2 		$210K Hold
1,077
– – 0.14% 56
2025
Q1 		$201K Buy
1,077
+2
+0.2% +$395 0.15% 55
2024
Q4 		$213K Buy
+1,075
New +$221K 0.16% 52

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $3.51B AUM 13.98% 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

Graney & King's VBR Position: Q1 2026 in Review

Graney & King held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 1,107 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #58.

Graney & King first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Graney & King held 1,107 shares of Vanguard Small-Cap Value ETF worth $241K as of Q1 2026.
  • Graney & King left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.13% of Graney & King's portfolio in Q1 2026, its #58 holding.
  • Graney & King first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.