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

McGlone Suttner 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 		$1.9M Buy
7,822
+1
+0% +$233 0.22% 52
2026
Q1 		$1.7M Hold
7,821
– – 0.23% 49
2025
Q4 		$1.66M Sell
7,821
-113
-1% -$23.7K 0.22% 51
2025
Q3 		$1.66M Buy
7,934
+2
+0% +$409 0.23% 48
2025
Q2 		$1.55M Sell
7,932
-500
-6% -$92.6K 0.23% 47
2025
Q1 		$1.57M Sell
8,432
-7
-0.1% -$1.38K 0.26% 41
2024
Q4 		$1.67M Buy
8,439
+783
+10% +$161K 0.28% 42
2024
Q3 		$1.54M Sell
7,656
-2,104
-22% -$404K 0.32% 38
2024
Q2 		$1.76M Buy
9,760
+967
+11% +$179K 0.36% 29
2024
Q1 		$1.69M Sell
8,793
-967
-10% -$174K 0.32% 37
2023
Q4 		$1.76M Sell
9,760
-270
-3% -$44.1K 0.35% 29
2023
Q3 		$1.6M Sell
10,030
-830
-8% -$139K 0.37% 27
2023
Q2 		$1.8M Sell
10,860
-214
-2% -$33.7K 0.41% 25
2023
Q1 		$1.76M Sell
11,074
-1,169
-10% -$194K 0.45% 24
2022
Q4 		$1.94M Buy
+12,243
New +$1.95M 0.62% 22

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

McGlone Suttner Wealth Management's VBR Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.01% in Q2 2026, buying an estimated $233 and bringing the position to 7,822 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #52.

McGlone Suttner Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2022. 755 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • McGlone Suttner Wealth Management held 7,822 shares of Vanguard Small-Cap Value ETF worth $1.9M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 1 Vanguard Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Small-Cap Value ETF made up 0.22% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #52 holding.
  • McGlone Suttner Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Vanguard Small-Cap Value ETF position peaked at $1.94M in Q4 2022.
  • 755 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.