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

Lauterbach 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 		$243K Hold
1,117
– – 0.12% 73
2025
Q4 		$237K Hold
1,117
– – 0.12% 73
2025
Q3 		$233K Hold
1,117
– – 0.12% 77
2025
Q2 		$218K Buy
+1,117
New +$207K 0.12% 74

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

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

Lauterbach Financial Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 1,117 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #73.

Lauterbach Financial Advisors first reported a position in VBR in Q2 2025 and has held it in 4 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Lauterbach Financial Advisors held 1,117 shares of Vanguard Small-Cap Value ETF worth $243K as of Q1 2026.
  • Lauterbach Financial Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.12% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • Lauterbach Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.