MWA
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Martel Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Martel Wealth 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 		$4.4M Sell
18,106
-374
-2% -$87K 0.69% 17
2026
Q1 		$4.01M Sell
18,480
-470
-2% -$105K 0.68% 16
2025
Q4 		$4.01M Sell
18,950
-98
-0.5% -$20.5K 0.69% 17
2025
Q3 		$3.98M Sell
19,048
-483
-2% -$98.8K 0.7% 17
2025
Q2 		$3.81M Buy
19,531
+165
+0.9% +$30.5K 0.71% 17
2025
Q1 		$3.61M Buy
19,366
+78
+0.4% +$15.4K 0.72% 17
2024
Q4 		$3.82M Sell
19,288
-719
-4% -$148K 0.75% 18
2024
Q3 		$3.99M Sell
20,007
-419
-2% -$80.5K 0.82% 16
2024
Q2 		$3.73M Buy
20,426
+19
+0.1% +$3.51K 0.8% 16
2024
Q1 		$3.92M Sell
20,407
-478
-2% -$86.3K 0.85% 16
2023
Q4 		$3.76M Sell
20,885
-236
-1% -$38.5K 0.85% 16
2023
Q3 		$3.37M Sell
21,121
-672
-3% -$112K 0.84% 16
2023
Q2 		$3.6M Sell
21,793
-645
-3% -$102K 0.87% 17
2023
Q1 		$3.56M Buy
22,438
+2,249
+11% +$372K 0.91% 17
2022
Q4 		$3.21M Buy
20,189
+9,496
+89% +$1.51M 0.87% 17
2022
Q3 		$1.53M Buy
10,693
+3,133
+41% +$498K 0.44% 28
2022
Q2 		$1.13M Buy
7,560
+2,431
+47% +$399K 0.31% 26
2022
Q1 		$902K Buy
5,129
+182
+4% +$31.6K 0.22% 28
2021
Q4 		$885K Buy
4,947
+203
+4% +$36.1K 0.21% 28
2021
Q3 		$803K Buy
4,744
+142
+3% +$24.3K 0.2% 28
2021
Q2 		$799K Sell
4,602
-18
-0.4% -$3.12K 0.2% 28
2021
Q1 		$765K Sell
4,620
-1,003
-18% -$158K 0.21% 25
2020
Q4 		$800K Buy
5,623
+1,074
+24% +$139K 0.23% 25
2020
Q3 		$503K Buy
4,549
+82
+2% +$9.19K 0.16% 29
2020
Q2 		$478K Sell
4,467
-865
-16% -$86.8K 0.17% 30
2020
Q1 		$473K Buy
5,332
+297
+6% +$36K 0.18% 27
2019
Q4 		$690K Buy
5,035
+122
+2% +$16.2K 0.24% 23
2019
Q3 		$633K Buy
4,913
+106
+2% +$13.6K 0.23% 24
2019
Q2 		$628K Sell
4,807
-233
-5% -$30.3K 0.23% 24
2019
Q1 		$649K Buy
5,040
+285
+6% +$36.3K 0.24% 24
2018
Q4 		$542K Sell
4,755
-1,091
-19% -$138K 0.22% 25
2018
Q3 		$815K Buy
+5,846
New +$820K 0.31% 23

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

Martel Wealth Advisors's VBR Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, selling an estimated $87K and leaving 18,106 shares worth $4.4M. The position accounts for 0.69% of the portfolio, ranked #17.

Martel Wealth Advisors first reported a position in VBR in Q3 2018 and has held it in 32 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Martel Wealth Advisors held 18,106 shares of Vanguard Small-Cap Value ETF worth $4.4M as of Q2 2026.
  • Martel Wealth Advisors sold 374 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $87K.
  • Vanguard Small-Cap Value ETF made up 0.69% of Martel Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Martel Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2018 and has held it in 32 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.