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Heritage Wealth Management (California)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Heritage Wealth Management (California)’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 		$222K Buy
+915
New +$213K 0.08% 93
2025
Q2 		– Sell
-1,442
Closed -$269K – 89
2025
Q1 		$269K Buy
1,442
+66
+5% +$13K 0.2% 68
2024
Q4 		$273K Buy
+1,376
New +$282K 0.2% 68

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

Heritage Wealth Management (California)'s VBR Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 915 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings. This is a return to the name: Heritage Wealth Management (California) previously reported a position in VBR as recently as Q1 2025.

Heritage Wealth Management (California) first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $273K in Q4 2024. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Heritage Wealth Management (California) held 915 shares of Vanguard Small-Cap Value ETF worth $222K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Heritage Wealth Management (California) position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.08% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #93 holding.
  • Heritage Wealth Management (California) first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Heritage Wealth Management (California)'s Vanguard Small-Cap Value ETF position peaked at $273K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.