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My Personal CFO LLC’s Vanguard Small-Cap Value ETF VBR Stock Holding History

My Personal CFO LLC’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 		$326K Buy
1,500
+4
+0.3% +$894 0.14% 73
2025
Q4 		$317K Buy
1,496
+184
+14% +$38.5K 0.13% 77
2025
Q3 		$274K Sell
1,312
-231
-15% -$47.2K 0.11% 75
2025
Q2 		$301K Sell
1,543
-36
-2% -$6.66K 0.14% 76
2025
Q1 		$294K Buy
1,579
+45
+3% +$8.89K 0.15% 75
2024
Q4 		$304K Buy
1,534
+7
+0.5% +$1.44K 0.16% 74
2024
Q3 		$307K Sell
1,527
-713
-32% -$137K 0.17% 74
2024
Q2 		$409K Sell
2,240
-72
-3% -$13.3K 0.22% 72
2024
Q1 		$444K Buy
2,312
+6
+0.3% +$1.08K 0.26% 66
2023
Q4 		$415K Buy
2,306
+589
+34% +$96.2K 0.27% 65
2023
Q3 		$274K Buy
1,717
+4
+0.2% +$669 0.22% 69
2023
Q2 		$283K Buy
1,713
+4
+0.2% +$630 0.22% 65
2023
Q1 		$271K Buy
1,709
+4
+0.2% +$662 0.23% 60
2022
Q4 		$271K Buy
+1,705
New +$271K 0.25% 57

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

My Personal CFO LLC's VBR Position: Q1 2026 in Review

My Personal CFO LLC increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.27% in Q1 2026, buying an estimated $894 and bringing the position to 1,500 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #73.

My Personal CFO LLC first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $444K in Q1 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • My Personal CFO LLC held 1,500 shares of Vanguard Small-Cap Value ETF worth $326K as of Q1 2026.
  • My Personal CFO LLC bought 4 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $894.
  • Vanguard Small-Cap Value ETF made up 0.14% of My Personal CFO LLC's portfolio in Q1 2026, its #73 holding.
  • My Personal CFO LLC first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • My Personal CFO LLC's Vanguard Small-Cap Value ETF position peaked at $444K in Q1 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.