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

LifeSteps Financial’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 		$34.5K Buy
+142
New +$33K 0.02% 252
2024
Q2 		– Sell
-192
Closed -$36.8K – 394
2024
Q1 		$36.8K Buy
+192
New +$34.6K 0.03% 177

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

LifeSteps Financial's VBR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 142 shares worth $34.5K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VBR as recently as Q1 2024.

LifeSteps Financial first reported a position in VBR in Q1 2024 and has held it in 2 quarters since. The position peaked at $36.8K in Q1 2024. 644 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • LifeSteps Financial held 142 shares of Vanguard Small-Cap Value ETF worth $34.5K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #252 holding.
  • LifeSteps Financial first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Vanguard Small-Cap Value ETF position peaked at $36.8K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.