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

Marion 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 		$1.04M Hold
4,261
– – 0.21% 84
2026
Q1 		$926K Hold
4,261
– – 0.21% 81
2025
Q4 		$956K Hold
4,261
– – 0.21% 80
2025
Q3 		$889K Hold
4,261
– – 0.21% 80
2025
Q2 		$831K Buy
+4,261
New +$789K 0.21% 80

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

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

Marion Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 4,261 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #84.

Marion Wealth Management first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Marion Wealth Management held 4,261 shares of Vanguard Small-Cap Value ETF worth $1.04M as of Q2 2026.
  • Marion Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.21% of Marion Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Marion Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.