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

Inman Jager 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 		$204K Buy
+939
New +$210K 0.12% 83
2025
Q2 		– Sell
-1,093
Closed -$204K – 84
2025
Q1 		$204K Buy
+1,093
New +$216K 0.15% 80

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 $4.05B AUM 19.01% 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

Inman Jager Wealth Management's VBR Position: Q1 2026 in Review

Inman Jager Wealth Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 939 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #83 among its holdings. This is a return to the name: Inman Jager Wealth Management previously reported a position in VBR as recently as Q1 2025.

Inman Jager Wealth Management first reported a position in VBR in Q1 2025 and has held it in 2 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Inman Jager Wealth Management held 939 shares of Vanguard Small-Cap Value ETF worth $204K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Inman Jager Wealth Management position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.12% of Inman Jager Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Inman Jager Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.