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National Wealth Management Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

National Wealth Management Group’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 		$468K Sell
1,926
-101
-5% -$23.5K 0.14% 124
2026
Q1 		$440K Sell
2,027
-550
-21% -$123K 0.16% 129
2025
Q4 		$546K Sell
2,577
-69
-3% -$14.4K 0.19% 118
2025
Q3 		$552K Buy
+2,646
New +$541K 0.21% 111

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

National Wealth Management Group's VBR Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 5% in Q2 2026, selling an estimated $23.5K and leaving 1,926 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #124.

National Wealth Management Group first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. The position peaked at $552K in Q3 2025. 543 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • National Wealth Management Group held 1,926 shares of Vanguard Small-Cap Value ETF worth $468K as of Q2 2026.
  • National Wealth Management Group sold 101 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $23.5K.
  • Vanguard Small-Cap Value ETF made up 0.14% of National Wealth Management Group's portfolio in Q2 2026, its #124 holding.
  • National Wealth Management Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Vanguard Small-Cap Value ETF position peaked at $552K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.