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

LifeGuide 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 		$205K Buy
+844
New +$196K 0.06% 45

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

LifeGuide Financial Advisors's VBR Position: Q2 2026 in Review

LifeGuide Financial Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 844 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #45 among its holdings.

363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • LifeGuide Financial Advisors held 844 shares of Vanguard Small-Cap Value ETF worth $205K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new LifeGuide Financial Advisors position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.06% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.