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Guidance Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Guidance Capital’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 		$387K Sell
1,575
-95
-6% -$22.1K 0.08% 183
2026
Q1 		$388K Sell
1,670
-239
-13% -$53.4K 0.09% 183
2025
Q4 		$433K Buy
1,909
+7
+0.4% +$1.47K 0.11% 168
2025
Q3 		$400K Sell
1,902
-112
-6% -$22.9K 0.1% 166
2025
Q2 		$394K Sell
2,014
-8
-0.4% -$1.48K 0.11% 164
2025
Q1 		$372K Buy
2,022
+129
+7% +$25.5K 0.11% 162
2024
Q4 		$391K Buy
1,893
+190
+11% +$39K 0.12% 161
2024
Q3 		$349K Buy
1,703
+405
+31% +$77.9K 0.11% 154
2024
Q2 		$257K Sell
1,298
-2,923
-69% -$540K 0.08% 159
2024
Q1 		$759K Buy
4,221
+667
+19% +$120K 0.28% 80
2023
Q4 		$639K Buy
3,554
+240
+7% +$39.2K 0.25% 90
2023
Q3 		$512K Buy
3,314
+902
+37% +$151K 0.23% 89
2023
Q2 		$412K Buy
+2,412
New +$380K 0.18% 106

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

Guidance Capital's VBR Position: Q2 2026 in Review

Guidance Capital reduced its Vanguard Small-Cap Value ETF (VBR) stake by 5.7% in Q2 2026, selling an estimated $22.1K and leaving 1,575 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #183.

Guidance Capital first reported a position in VBR in Q2 2023 and has held it in 13 quarters since. The position peaked at $759K in Q1 2024. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Guidance Capital held 1,575 shares of Vanguard Small-Cap Value ETF worth $387K as of Q2 2026.
  • Guidance Capital sold 95 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $22.1K.
  • Vanguard Small-Cap Value ETF made up 0.08% of Guidance Capital's portfolio in Q2 2026, its #183 holding.
  • Guidance Capital first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Guidance Capital's Vanguard Small-Cap Value ETF position peaked at $759K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.