KCFA
VBR icon

Key Client Fiduciary Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Key Client Fiduciary 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 		$584K Sell
2,402
-65
-3% -$15.1K 0.17% 123
2026
Q1 		$536K Buy
2,467
+6
+0.2% +$1.34K 0.18% 115
2025
Q4 		$521K Buy
2,461
+199
+9% +$41.7K 0.18% 112
2025
Q3 		$472K Buy
2,262
+141
+7% +$28.8K 0.16% 124
2025
Q2 		$414K Sell
2,121
-43
-2% -$7.96K 0.17% 126
2025
Q1 		$403K Buy
2,164
+28
+1% +$5.53K 0.18% 122
2024
Q4 		$423K Buy
2,136
+47
+2% +$9.65K 0.19% 114
2024
Q3 		$419K Sell
2,089
-226
-10% -$43.4K 0.19% 114
2024
Q2 		$422K Buy
2,315
+12
+0.5% +$2.22K 0.21% 104
2024
Q1 		$442K Buy
2,303
+55
+2% +$9.93K 0.23% 107
2023
Q4 		$405K Sell
2,248
-125
-5% -$20.4K 0.23% 109
2023
Q3 		$378K Buy
2,373
+532
+29% +$88.9K 0.23% 105
2023
Q2 		$304K Buy
1,841
+98
+6% +$15.4K 0.18% 129
2023
Q1 		$277K Buy
+1,743
New +$289K 0.17% 128

Other funds holding VBR

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return