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

Medallion 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
Q1 		$812K Buy
3,738
+319
+9% +$71.3K 0.27% 84
2025
Q4 		$724K Buy
3,419
+109
+3% +$22.8K 0.24% 94
2025
Q3 		$691K Buy
3,310
+213
+7% +$43.6K 0.25% 95
2025
Q2 		$614K Buy
3,097
+218
+8% +$40.4K 0.24% 102
2025
Q1 		$538K Buy
2,879
+393
+16% +$77.6K 0.24% 97
2024
Q4 		$489K Buy
+2,486
New +$510K 0.24% 98

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's VBR Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 9.3% in Q1 2026, buying an estimated $71.3K and bringing the position to 3,738 shares worth $812K. The position accounts for 0.27% of the portfolio, ranked #84.

Medallion Wealth Advisors first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Medallion Wealth Advisors held 3,738 shares of Vanguard Small-Cap Value ETF worth $812K as of Q1 2026.
  • Medallion Wealth Advisors bought 319 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $71.3K.
  • Vanguard Small-Cap Value ETF made up 0.27% of Medallion Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.