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JBGlobal.com’s Vanguard Small-Cap Value ETF VBR Stock Holding History

JBGlobal.com’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 		$10.3M Sell
42,250
-623
-1% -$145K 8.98% 5
2026
Q1 		$9.31M Buy
+42,873
New +$9.58M 9.17% 5
2025
Q4 		– Sell
-46,661
Closed -$9.74M – 30
2025
Q3 		$9.74M Sell
46,661
-5,713
-11% -$1.17M 9.92% 5
2025
Q2 		$10.2M Sell
52,374
-20,849
-28% -$3.86M 10.61% 4
2025
Q1 		$13.6M Sell
73,223
-6,950
-9% -$1.37M 14.18% 4
2024
Q4 		$15.9M Buy
+80,173
New +$16.5M 16.78% 2

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

JBGlobal.com's VBR Position: Q2 2026 in Review

JBGlobal.com reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.5% in Q2 2026, selling an estimated $145K and leaving 42,250 shares worth $10.3M. The position accounts for 8.98% of the portfolio, ranked #5.

JBGlobal.com first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.9M in Q4 2024. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • JBGlobal.com held 42,250 shares of Vanguard Small-Cap Value ETF worth $10.3M as of Q2 2026.
  • JBGlobal.com sold 623 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Small-Cap Value ETF made up 8.98% of JBGlobal.com's portfolio in Q2 2026, its #5 holding.
  • JBGlobal.com first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • JBGlobal.com's Vanguard Small-Cap Value ETF position peaked at $15.9M in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on JBGlobal.com's 13F filing for Q2 2026, filed 7 Jul 2026.