IWA
VBR icon

IVC Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

IVC Wealth 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
Q2 		$3.26M Sell
13,425
-82
-0.6% -$19.1K 1.27% 17
2026
Q1 		$2.93M Buy
13,507
+1,321
+11% +$295K 1.27% 16
2025
Q4 		$2.58M Buy
12,186
+710
+6% +$149K 1.12% 17
2025
Q3 		$2.4M Buy
11,476
+368
+3% +$75.2K 1.07% 17
2025
Q2 		$2.17M Buy
11,108
+1,405
+14% +$260K 1.06% 17
2025
Q1 		$1.81M Buy
+9,703
New +$1.92M 0.97% 20

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

IVC Wealth Advisors's VBR Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.61% in Q2 2026, selling an estimated $19.1K and leaving 13,425 shares worth $3.26M. The position accounts for 1.27% of the portfolio, ranked #17.

IVC Wealth Advisors first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • IVC Wealth Advisors held 13,425 shares of Vanguard Small-Cap Value ETF worth $3.26M as of Q2 2026.
  • IVC Wealth Advisors sold 82 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $19.1K.
  • Vanguard Small-Cap Value ETF made up 1.27% of IVC Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.