LA
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Legacy Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Legacy 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 		$300K Hold
1,235
– – 0.03% 241
2026
Q1 		$268K Hold
1,235
– – 0.03% 220
2025
Q4 		$262K Buy
1,235
+150
+14% +$31.4K 0.03% 239
2025
Q3 		$227K Buy
+1,085
New +$222K 0.03% 229

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

Legacy Advisors's VBR Position: Q2 2026 in Review

Legacy Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,235 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #241.

Legacy Advisors first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Legacy Advisors held 1,235 shares of Vanguard Small-Cap Value ETF worth $300K as of Q2 2026.
  • Legacy Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #241 holding.
  • Legacy Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.