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Nations Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Nations Financial 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 		$1.65M Sell
6,797
-351
-5% -$81.6K 0.08% 262
2026
Q1 		$1.55M Sell
7,148
-125
-2% -$27.9K 0.08% 257
2025
Q4 		$1.54M Buy
7,273
+21
+0.3% +$4.4K 0.08% 249
2025
Q3 		$1.51M Sell
7,252
-296
-4% -$60.5K 0.09% 235
2025
Q2 		$1.47M Sell
7,548
-129
-2% -$23.9K 0.1% 222
2025
Q1 		$1.43M Sell
7,677
-939
-11% -$185K 0.11% 209
2024
Q4 		$1.71M Sell
8,616
-95
-1% -$19.5K 0.13% 195
2024
Q3 		$1.75M Sell
8,711
-44
-0.5% -$8.46K 0.13% 189
2024
Q2 		$1.6M Sell
8,755
-10
-0.1% -$1.85K 0.13% 176
2024
Q1 		$1.68M Sell
8,765
-127
-1% -$22.9K 0.14% 171
2023
Q4 		$1.6M Buy
8,892
+185
+2% +$30.2K 0.15% 160
2023
Q3 		$1.39M Buy
8,707
+835
+11% +$140K 0.14% 173
2023
Q2 		$1.3M Sell
7,872
-77
-1% -$12.1K 0.13% 191
2023
Q1 		$1.26M Buy
7,949
+97
+1% +$16.1K 0.13% 184
2022
Q4 		$1.25M Buy
7,852
+18
+0.2% +$2.87K 0.14% 183
2022
Q3 		$1.12M Buy
7,834
+147
+2% +$23.4K 0.16% 156
2022
Q2 		$1.15M Buy
7,687
+232
+3% +$38K 0.15% 161
2022
Q1 		$1.31M Sell
7,455
-349
-4% -$60.7K 0.16% 157
2021
Q4 		$1.4M Buy
7,804
+152
+2% +$27K 0.18% 133
2021
Q3 		$1.29M Sell
7,652
-99
-1% -$16.9K 0.2% 129
2021
Q2 		$1.35M Buy
7,751
+771
+11% +$134K 0.23% 112
2021
Q1 		$1.16M Sell
6,980
-257
-4% -$40.5K 0.26% 106
2020
Q4 		$1.03M Buy
7,237
+16
+0.2% +$2.06K 0.27% 105
2020
Q3 		$799K Sell
7,221
-96
-1% -$10.8K 0.25% 119
2020
Q2 		$782K Buy
7,317
+286
+4% +$28.7K 0.28% 109
2020
Q1 		$624K Buy
7,031
+1,672
+31% +$203K 0.27% 118
2019
Q4 		$735K Buy
5,359
+24
+0.4% +$3.18K 0.25% 128
2019
Q3 		$700K Buy
5,335
+11
+0.2% +$1.41K 0.25% 127
2019
Q2 		$695K Sell
5,324
-397
-7% -$51.6K 0.46% 60
2019
Q1 		$737K Buy
5,721
+90
+2% +$11.4K 0.51% 58
2018
Q4 		$642K Buy
5,631
+922
+20% +$117K 0.51% 58
2018
Q3 		$656K Buy
4,709
+964
+26% +$135K 0.47% 64
2018
Q2 		$509K Buy
3,745
+313
+9% +$42K 0.43% 72
2018
Q1 		$444K Buy
3,432
+8
+0.2% +$1.06K 0.41% 73
2017
Q4 		$455K Buy
3,424
+21
+0.6% +$2.73K 0.42% 78
2017
Q3 		$435K Buy
3,403
+6
+0.2% +$740 0.42% 79
2017
Q2 		$418K Buy
3,397
+1,154
+51% +$141K 0.34% 88
2017
Q1 		$276K Buy
2,243
+41
+2% +$5.04K 0.27% 112
2016
Q4 		$266K Sell
2,202
-621
-22% -$71.2K 0.29% 106
2016
Q3 		$312K Buy
2,823
+5
+0.2% +$548 0.31% 103
2016
Q2 		$297K Buy
2,818
+1
+0% +$104 0.31% 103
2016
Q1 		$287K Sell
2,817
-506
-15% -$47.6K 0.33% 97
2015
Q4 		$328K Buy
+3,323
New +$339K 0.43% 78

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

Nations Financial Group's VBR Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 4.9% in Q2 2026, selling an estimated $81.6K and leaving 6,797 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #262.

Nations Financial Group first reported a position in VBR in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.75M in Q3 2024. 599 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Nations Financial Group held 6,797 shares of Vanguard Small-Cap Value ETF worth $1.65M as of Q2 2026.
  • Nations Financial Group sold 351 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $81.6K.
  • Vanguard Small-Cap Value ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #262 holding.
  • Nations Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's Vanguard Small-Cap Value ETF position peaked at $1.75M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.