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Moisand Fitzgerald Tamayo’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Moisand Fitzgerald Tamayo’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 		$1.26M Buy
5,173
+1
+0% +$233 0.12% 51
2026
Q1 		$1.12M Sell
5,172
-32
-0.6% -$7.15K 0.12% 51
2025
Q4 		$1.1M Sell
5,204
-41
-0.8% -$8.59K 0.12% 51
2025
Q3 		$1.09M Buy
5,245
+3
+0.1% +$613 0.13% 51
2025
Q2 		$1.02M Sell
5,242
-21
-0.4% -$3.89K 0.13% 48
2025
Q1 		$980K Sell
5,263
-70
-1% -$13.8K 0.14% 49
2024
Q4 		$1.06M Sell
5,333
-96
-2% -$19.7K 0.15% 47
2024
Q3 		$1.09M Sell
5,429
-104
-2% -$20K 0.15% 49
2024
Q2 		$1.01M Sell
5,533
-11
-0.2% -$2.03K 0.15% 47
2024
Q1 		$1.06M Sell
5,544
-22
-0.4% -$3.97K 0.16% 48
2023
Q4 		$1M Sell
5,566
-22
-0.4% -$3.59K 0.17% 49
2023
Q3 		$891K Buy
5,588
+11
+0.2% +$1.84K 0.19% 47
2023
Q2 		$922K Sell
5,577
-560
-9% -$88.2K 0.19% 49
2023
Q1 		$974K Sell
6,137
-110
-2% -$18.2K 0.21% 45
2022
Q4 		$992K Buy
6,247
+4
+0.1% +$637 0.23% 46
2022
Q3 		$895K Sell
6,243
-25
-0.4% -$3.97K 0.25% 47
2022
Q2 		$939K Buy
6,268
+827
+15% +$136K 0.25% 46
2022
Q1 		$957K Sell
5,441
-1,916
-26% -$333K 0.44% 36
2021
Q4 		$1.32M Sell
7,357
-474
-6% -$84.3K 0.37% 41
2021
Q3 		$1.33M Sell
7,831
-81
-1% -$13.9K 0.45% 40
2021
Q2 		$1.37M Sell
7,912
-328
-4% -$56.8K 0.5% 34
2021
Q1 		$1.36M Sell
8,240
-164
-2% -$25.8K 0.59% 32
2020
Q4 		$1.2M Sell
8,404
-282
-3% -$36.4K 0.54% 32
2020
Q3 		$961K Sell
8,686
-235
-3% -$26.3K 0.5% 35
2020
Q2 		$954K Buy
8,921
+1,497
+20% +$150K 0.53% 35
2020
Q1 		$659K Sell
7,424
-209
-3% -$25.4K 0.43% 35
2019
Q4 		$1.05M Buy
7,633
+349
+5% +$46.2K 0.54% 32
2019
Q3 		$939K Sell
7,284
-153
-2% -$19.6K 0.51% 32
2019
Q2 		$971K Buy
7,437
+3
+0% +$390 0.53% 32
2019
Q1 		$957K Sell
7,434
-657
-8% -$83.6K 0.53% 32
2018
Q4 		$923K Buy
8,091
+776
+11% +$98.2K 0.58% 30
2018
Q3 		$1.02M Sell
7,315
-39
-0.5% -$5.47K 0.57% 29
2018
Q2 		$999K Sell
7,354
-108
-1% -$14.5K 0.58% 29
2018
Q1 		$966K Sell
7,462
-9,439
-56% -$1.25M 0.57% 30
2017
Q4 		$2.24M Buy
16,901
+146
+0.9% +$19K 1.3% 21
2017
Q3 		$2.14M Buy
16,755
+387
+2% +$47.7K 1.3% 21
2017
Q2 		$2.01M Buy
16,368
+458
+3% +$56K 1.37% 21
2017
Q1 		$1.96M Sell
15,910
-630
-4% -$77.4K 1.38% 21
2016
Q4 		$2M Buy
16,540
+243
+1% +$27.9K 1.48% 21
2016
Q3 		$1.8M Sell
16,297
-4
-0% -$439 1.37% 21
2016
Q2 		$1.72M Buy
16,301
+311
+2% +$32.3K 1.4% 22
2016
Q1 		$1.63M Sell
15,990
-2,644
-14% -$249K 1.32% 22
2015
Q4 		$1.84M Buy
+18,634
New +$1.9M 1.58% 20

Other funds holding VBR

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

Moisand Fitzgerald Tamayo's VBR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.02% in Q2 2026, buying an estimated $233 and bringing the position to 5,173 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #51.

Moisand Fitzgerald Tamayo first reported a position in VBR in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.24M in Q4 2017. 580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 5,173 shares of Vanguard Small-Cap Value ETF worth $1.26M as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 1 Vanguard Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Small-Cap Value ETF made up 0.12% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #51 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Vanguard Small-Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Vanguard Small-Cap Value ETF position peaked at $2.24M in Q4 2017.
  • 580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.