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

Guidance Point Advisors’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	$1.96M	Buy	9,026 +24	+0.3%	+$5.37K	0.46%	30
2025 Q4	$1.91M	Buy	9,002 +55	+0.6%	+$11.5K	0.44%	31
2025 Q3	$1.87M	Buy	8,947 +40	+0.4%	+$8.18K	0.45%	32
2025 Q2	$1.74M	Hold	8,907	–	–	0.45%	32
2025 Q1	$1.66M	Buy	8,907 +58	+0.7%	+$11.5K	0.47%	32
2024 Q4	$1.75M	Buy	8,849 +98	+1%	+$20.1K	0.49%	32
2024 Q3	$1.76M	Buy	8,751 +92	+1%	+$17.7K	0.51%	32
2024 Q2	$1.58M	Buy	8,659 +2	+0%	+$369	0.49%	31
2024 Q1	$1.66M	Buy	8,657 +42	+0.5%	+$7.58K	0.54%	30
2023 Q4	$1.55M	Buy	8,615 +54	+0.6%	+$8.81K	0.57%	30
2023 Q3	$1.37M	Buy	8,561 +47	+0.6%	+$7.86K	0.56%	31
2023 Q2	$1.41M	Buy	8,514 +46	+0.5%	+$7.24K	0.54%	32
2023 Q1	$1.34M	Buy	8,468 +49	+0.6%	+$8.11K	0.54%	32
2022 Q4	$1.34M	Buy	8,419 +59	+0.7%	+$9.39K	0.57%	29
2022 Q3	$1.2M	Buy	8,360 +44	+0.5%	+$6.99K	0.55%	37
2022 Q2	$1.25M	Buy	8,316 +39	+0.5%	+$6.4K	0.54%	38
2022 Q1	$1.46M	Buy	8,277 +29	+0.4%	+$5.04K	0.55%	39
2021 Q4	$1.48M	Buy	8,248 +54	+0.7%	+$9.6K	0.53%	34
2021 Q3	$1.39M	Buy	8,194 +31	+0.4%	+$5.31K	0.51%	32
2021 Q2	$1.42M	Buy	8,163 +31	+0.4%	+$5.37K	0.55%	32
2021 Q1	$1.35M	Buy	8,132 +31	+0.4%	+$4.88K	0.56%	32
2020 Q4	$1.15M	Buy	8,101 +50	+0.6%	+$6.45K	0.53%	35
2020 Q3	$890K	Buy	8,051 +45	+0.6%	+$5.04K	0.49%	37
2020 Q2	$856K	Buy	+8,006	New	+$803K	0.48%	39

Other funds holding VBR

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guidance Point Advisors's VBR Position: Q1 2026 in Review

Guidance Point Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.27% in Q1 2026, buying an estimated $5.37K and bringing the position to 9,026 shares worth $1.96M. The position accounts for 0.46% of the portfolio, ranked #30.

Guidance Point Advisors first reported a position in VBR in Q2 2020 and has held it in 24 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Guidance Point Advisors held 9,026 shares of Vanguard Small-Cap Value ETF worth $1.96M as of Q1 2026.
Guidance Point Advisors bought 24 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $5.37K.
Vanguard Small-Cap Value ETF made up 0.46% of Guidance Point Advisors's portfolio in Q1 2026, its #30 holding.
Guidance Point Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.