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IHT Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

IHT Wealth Management’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 		$3.46M Sell
15,934
-2,716
-15% -$607K 0.08% 244
2025
Q4 		$3.95M Sell
18,650
-4,823
-21% -$1.01M 0.1% 211
2025
Q3 		$4.9M Buy
23,473
+938
+4% +$192K 0.12% 163
2025
Q2 		$4.39M Buy
22,535
+57
+0.3% +$10.6K 0.12% 169
2025
Q1 		$4.19M Sell
22,478
-1,179
-5% -$233K 0.13% 158
2024
Q4 		$4.69M Sell
23,657
-96
-0.4% -$19.7K 0.15% 136
2024
Q3 		$4.77M Sell
23,753
-196
-0.8% -$37.7K 0.14% 146
2024
Q2 		$4.37M Buy
23,949
+68
+0.3% +$12.6K 0.16% 126
2024
Q1 		$4.58M Sell
23,881
-929
-4% -$168K 0.18% 111
2023
Q4 		$4.47M Sell
24,810
-2,036
-8% -$332K 0.2% 106
2023
Q3 		$4.28M Buy
26,846
+2,417
+10% +$404K 0.22% 104
2023
Q2 		$4.04M Sell
24,429
-2,081
-8% -$328K 0.21% 100
2023
Q1 		$4.21M Buy
26,510
+703
+3% +$116K 0.24% 90
2022
Q4 		$4.1M Buy
25,807
+904
+4% +$144K 0.26% 87
2022
Q3 		$3.57M Buy
24,903
+2,579
+12% +$410K 0.27% 79
2022
Q2 		$3.35M Buy
22,324
+170
+0.8% +$27.9K 0.29% 71
2022
Q1 		$3.9M Buy
22,154
+844
+4% +$147K 0.3% 69
2021
Q4 		$3.81M Buy
21,310
+873
+4% +$155K 0.28% 75
2021
Q3 		$3.46M Buy
20,437
+1,448
+8% +$248K 0.28% 79
2021
Q2 		$3.3M Sell
18,989
-465
-2% -$80.6K 0.21% 105
2021
Q1 		$3.22M Buy
19,454
+616
+3% +$97K 0.23% 94
2020
Q4 		$2.68M Sell
18,838
-201
-1% -$25.9K 0.22% 109
2020
Q3 		$2.11M Buy
19,039
+385
+2% +$43.2K 0.21% 110
2020
Q2 		$1.99M Buy
18,654
+68
+0.4% +$6.82K 0.27% 86
2020
Q1 		$1.65M Buy
18,586
+9,825
+112% +$1.19M 0.24% 101
2019
Q4 		$1.2M Buy
8,761
+765
+10% +$101K 0.14% 164
2019
Q3 		$1.03M Sell
7,996
-68
-0.8% -$8.7K 0.14% 165
2019
Q2 		$1.05M Buy
8,064
+2,179
+37% +$283K 0.15% 147
2019
Q1 		$758K Sell
5,885
-332
-5% -$42.2K 0.13% 190
2018
Q4 		$709K Buy
6,217
+432
+7% +$54.7K 0.14% 183
2018
Q3 		$806K Buy
5,785
+258
+5% +$36.2K 0.17% 149
2018
Q2 		$750K Buy
5,527
+1,487
+37% +$200K 0.19% 143
2018
Q1 		$511K Sell
4,040
-243
-6% -$32.2K 0.14% 180
2017
Q4 		$578K Buy
4,283
+1,204
+39% +$157K 0.15% 166
2017
Q3 		$396K Buy
3,079
+5
+0.2% +$616 0.17% 145
2017
Q2 		$37 Buy
3,074
+860
+39% +$105K 0.02% 595
2017
Q1 		$267K Sell
2,214
-119
-5% -$14.6K 0.18% 141
2016
Q4 		$284K Buy
+2,333
New +$268K 0.21% 116

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

IHT Wealth Management's VBR Position: Q1 2026 in Review

IHT Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 15% in Q1 2026, selling an estimated $607K and leaving 15,934 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #244.

IHT Wealth Management first reported a position in VBR in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.9M in Q3 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • IHT Wealth Management held 15,934 shares of Vanguard Small-Cap Value ETF worth $3.46M as of Q1 2026.
  • IHT Wealth Management sold 2,716 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $607K.
  • Vanguard Small-Cap Value ETF made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #244 holding.
  • IHT Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Small-Cap Value ETF position peaked at $4.9M in Q3 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.