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

Mayflower 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	$220K	Buy	+904	New	+$210K	0.02%	458
2026 Q1	–	Sell	-969	Closed	-$205K	–	463
2025 Q4	$205K	Buy	+969	New	+$203K	0.02%	401
2022 Q2	–	Sell	-1,756	Closed	-$309K	–	369
2022 Q1	$309K	Sell	1,756 -254	-13%	-$44.2K	0.04%	265
2021 Q4	$359K	Sell	2,010 -6	-0.3%	-$1.07K	0.05%	239
2021 Q3	$357K	Buy	2,016 +23	+1%	+$3.94K	0.05%	233
2021 Q2	$346K	Sell	1,993 -14	-0.7%	-$2.43K	0.05%	219
2021 Q1	$332K	Buy	2,007 +92	+5%	+$14.5K	0.05%	218
2020 Q4	$272K	Buy	+1,915	New	+$247K	0.05%	219

Other funds holding VBR

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

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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Mayflower Financial Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 904 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in VBR as recently as Q4 2025.

Mayflower Financial Advisors first reported a position in VBR in Q4 2020 and has held it in 8 quarters since. The position peaked at $359K in Q4 2021. 416 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Mayflower Financial Advisors held 904 shares of Vanguard Small-Cap Value ETF worth $220K as of Q2 2026.
Vanguard Small-Cap Value ETF was a new Mayflower Financial Advisors position in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #458 holding.
Mayflower Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
Mayflower Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $359K in Q4 2021.
416 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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