LFA
VBR icon

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

Level 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
Q2 		$1.11M Sell
4,553
-56
-1% -$13K 0.25% 47
2026
Q1 		$1M Sell
4,609
-809
-15% -$181K 0.26% 49
2025
Q4 		$1.15M Sell
5,418
-319
-6% -$66.8K 0.3% 44
2025
Q3 		$1.2M Sell
5,737
-61
-1% -$12.5K 0.34% 43
2025
Q2 		$1.13M Sell
5,798
-216
-4% -$40K 0.35% 44
2025
Q1 		$1.12M Sell
6,014
-206
-3% -$40.7K 0.38% 44
2024
Q4 		$1.23M Sell
6,220
-108
-2% -$22.2K 0.45% 38
2024
Q3 		$1.27M Sell
6,328
-246
-4% -$47.3K 0.48% 36
2024
Q2 		$1.2M Buy
6,574
+45
+0.7% +$8.31K 0.52% 36
2024
Q1 		$1.25M Sell
6,529
-247
-4% -$44.6K 0.57% 34
2023
Q4 		$1.22M Sell
6,776
-66
-1% -$10.8K 0.6% 29
2023
Q3 		$1.09M Sell
6,842
-165
-2% -$27.6K 0.61% 28
2023
Q2 		$1.16M Sell
7,007
-458
-6% -$72.1K 0.65% 27
2023
Q1 		$1.19M Sell
7,465
-1,754
-19% -$290K 0.71% 27
2022
Q4 		$1.46M Sell
9,219
-7,397
-45% -$1.18M 0.96% 24
2022
Q3 		$2.38M Buy
16,616
+593
+4% +$94.2K 1.76% 13
2022
Q2 		$2.4M Sell
16,023
-244
-1% -$40K 1.77% 13
2022
Q1 		$2.86M Buy
16,267
+617
+4% +$107K 2.21% 9
2021
Q4 		$2.8M Buy
+15,650
New +$2.78M 2.13% 11

Other funds holding VBR

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 $59.6B 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
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return