LongView Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

LongView Wealth 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	$251K	Sell	1,033 -450	-30%	-$105K	0.06%	204
2026 Q1	$338K	Sell	1,483 -3,125	-68%	-$699K	0.08%	180
2025 Q4	$1.02M	Sell	4,608 -120	-3%	-$25.1K	0.25%	82
2025 Q3	$987K	Hold	4,728	–	–	0.27%	77
2025 Q2	$922K	Sell	4,728 -150	-3%	-$27.8K	0.28%	77
2025 Q1	$909K	Sell	4,878 -771	-14%	-$152K	0.27%	79
2024 Q4	$1.12M	Sell	5,649 -250	-4%	-$51.3K	0.34%	65
2024 Q3	$1.18M	Buy	5,899 +231	+4%	+$44.4K	0.38%	58
2024 Q2	$1.03M	Hold	5,668	–	–	0.38%	59
2024 Q1	$1.09M	Buy	5,668 +350	+7%	+$63.2K	0.43%	51
2023 Q4	$939K	Buy	+5,318	New	+$868K	0.42%	55

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 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

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

LongView Wealth Management's VBR Position: Q2 2026 in Review

LongView Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 30% in Q2 2026, selling an estimated $105K and leaving 1,033 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #204.

LongView Wealth Management first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2024. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

LongView Wealth Management held 1,033 shares of Vanguard Small-Cap Value ETF worth $251K as of Q2 2026.
LongView Wealth Management sold 450 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $105K.
Vanguard Small-Cap Value ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #204 holding.
LongView Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Small-Cap Value ETF position peaked at $1.18M in Q3 2024.
363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.