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Leavell Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Leavell Investment Management’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 		$3.34M Buy
13,744
+1,438
+12% +$335K 0.12% 172
2026
Q1 		$2.67M Buy
12,306
+387
+3% +$86.5K 0.11% 182
2025
Q4 		$2.52M Sell
11,919
-444
-4% -$93K 0.11% 188
2025
Q3 		$2.59M Sell
12,363
-73
-0.6% -$14.9K 0.11% 189
2025
Q2 		$2.44M Sell
12,436
-312
-2% -$57.8K 0.11% 184
2025
Q1 		$2.37M Buy
12,748
+10
+0.1% +$1.98K 0.12% 179
2024
Q4 		$2.52M Buy
12,738
+217
+2% +$44.5K 0.12% 166
2024
Q3 		$2.51M Buy
12,521
+169
+1% +$32.5K 0.13% 165
2024
Q2 		$2.27M Sell
12,352
-280
-2% -$51.7K 0.13% 163
2024
Q1 		$2.42M Sell
12,632
-732
-5% -$132K 0.14% 146
2023
Q4 		$2.4M Sell
13,364
-1,012
-7% -$165K 0.15% 141
2023
Q3 		$2.29M Sell
14,376
-3,129
-18% -$523K 0.16% 135
2023
Q2 		$2.9M Sell
17,505
-4,679
-21% -$737K 0.2% 123
2023
Q1 		$3.52M Buy
22,184
+1,406
+7% +$233K 0.25% 109
2022
Q4 		$3.3M Buy
20,778
+2,168
+12% +$345K 0.25% 110
2022
Q3 		$2.67M Buy
18,610
+1,478
+9% +$235K 0.21% 123
2022
Q2 		$2.57M Buy
17,132
+5,190
+43% +$851K 0.2% 126
2022
Q1 		$2.1M Buy
11,942
+1,547
+15% +$269K 0.14% 148
2021
Q4 		$1.86M Buy
10,395
+2,781
+37% +$495K 0.12% 163
2021
Q3 		$1.29M Buy
7,614
+2,178
+40% +$373K 0.1% 188
2021
Q2 		$900K Hold
5,436
– – 0.07% 218
2021
Q1 		$900K Buy
5,436
+1,593
+41% +$251K 0.07% 218
2020
Q4 		$547K Sell
3,843
-11,784
-75% -$1.52M 0.05% 263
2020
Q3 		$1.73M Buy
15,627
+745
+5% +$83.5K 0.15% 137
2020
Q2 		$1.59M Buy
+14,882
New +$1.49M 0.15% 131

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

Leavell Investment Management's VBR Position: Q2 2026 in Review

Leavell Investment Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, buying an estimated $335K and bringing the position to 13,744 shares worth $3.34M. The position accounts for 0.12% of the portfolio, ranked #172.

Leavell Investment Management first reported a position in VBR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.52M in Q1 2023. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Leavell Investment Management held 13,744 shares of Vanguard Small-Cap Value ETF worth $3.34M as of Q2 2026.
  • Leavell Investment Management bought 1,438 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $335K.
  • Vanguard Small-Cap Value ETF made up 0.12% of Leavell Investment Management's portfolio in Q2 2026, its #172 holding.
  • Leavell Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Leavell Investment Management's Vanguard Small-Cap Value ETF position peaked at $3.52M in Q1 2023.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.