Kapstone Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kapstone Financial 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 Q1	$886K	Buy	+4,077	New	+$911K	0.43%	46

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kapstone Financial Advisors's VBR Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 4,077 shares worth $886K. The stake represents 0.43% of the portfolio and ranks #46 among its holdings.

1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Kapstone Financial Advisors held 4,077 shares of Vanguard Small-Cap Value ETF worth $886K as of Q1 2026.
Vanguard Small-Cap Value ETF was a new Kapstone Financial Advisors position in Q1 2026.
Vanguard Small-Cap Value ETF made up 0.43% of Kapstone Financial Advisors's portfolio in Q1 2026, its #46 holding.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.