Graves Light Lenhart Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Graves Light Lenhart Wealth’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	$1.06M	Buy	4,366 +2	+0%	+$465	0.1%	85
2026 Q1	$948K	Buy	4,364 +39	+0.9%	+$8.72K	0.1%	85
2025 Q4	$916K	Buy	4,325 +3	+0.1%	+$628	0.1%	87
2025 Q3	$902K	Buy	4,322 +44	+1%	+$9K	0.1%	89
2025 Q2	$834K	Buy	4,278 +184	+4%	+$34.1K	0.1%	89
2025 Q1	$763K	Hold	4,094	–	–	0.09%	92
2024 Q4	$811K	Buy	4,094 +215	+6%	+$44.1K	0.1%	89
2024 Q3	$779K	Hold	3,879	–	–	0.1%	91
2024 Q2	$700K	Buy	3,879 +142	+4%	+$26.2K	0.08%	95
2024 Q1	$717K	Hold	3,737	–	–	0.08%	92
2023 Q4	$673K	Hold	3,737	–	–	0.08%	95
2023 Q3	$583K	Buy	3,737 +57	+2%	+$9.53K	0.08%	98
2023 Q2	$609K	Hold	3,680	–	–	0.08%	102
2023 Q1	$584K	Buy	3,680 +302	+9%	+$50K	0.09%	96
2022 Q4	$536K	Buy	3,378 +674	+25%	+$107K	0.08%	108
2022 Q3	$388K	Buy	2,704 +55	+2%	+$8.74K	0.06%	118
2022 Q2	$397K	Buy	2,649 +1,848	+231%	+$303K	0.06%	122
2022 Q1	$141K	Hold	801	–	–	0.02%	216
2021 Q4	$143K	Hold	801	–	–	0.02%	237
2021 Q3	$136K	Hold	801	–	–	0.02%	228
2021 Q2	$139K	Hold	801	–	–	0.02%	222
2021 Q1	$133K	Buy	801 +676	+541%	+$106K	0.02%	227
2020 Q4	$18K	Buy	+125	New	+$16.1K	﹤0.01%	500

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

Graves Light Lenhart Wealth's VBR Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.05% in Q2 2026, buying an estimated $465 and bringing the position to 4,366 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #85.

Graves Light Lenhart Wealth first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. 580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Graves Light Lenhart Wealth held 4,366 shares of Vanguard Small-Cap Value ETF worth $1.06M as of Q2 2026.
Graves Light Lenhart Wealth bought 2 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $465.
Vanguard Small-Cap Value ETF made up 0.1% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #85 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.