NFP
VBR icon

NorthLanding Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

NorthLanding Financial Partners’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 		$3.47M Buy
14,295
+266
+2% +$61.9K 2.4% 7
2026
Q1 		$3.05M Sell
14,029
-10
-0.1% -$2.24K 2.46% 7
2025
Q4 		$2.97M Buy
14,039
+408
+3% +$85.4K 2.39% 8
2025
Q3 		$2.84M Sell
13,631
-30
-0.2% -$6.13K 2.37% 8
2025
Q2 		$2.66M Buy
13,661
+1,402
+11% +$260K 2.36% 8
2025
Q1 		$2.28M Buy
12,259
+214
+2% +$42.3K 2.24% 9
2024
Q4 		$2.39M Buy
12,045
+286
+2% +$58.7K 2.41% 9
2024
Q3 		$2.36M Sell
11,759
-112
-0.9% -$21.5K 2.33% 9
2024
Q2 		$2.17M Buy
11,871
+96
+0.8% +$17.7K 2.3% 9
2024
Q1 		$2.26M Buy
11,775
+500
+4% +$90.2K 2.46% 9
2023
Q4 		$2.03M Buy
11,275
+405
+4% +$66.1K 2.4% 11
2023
Q3 		$1.73M Buy
10,870
+1,080
+11% +$181K 2.22% 12
2023
Q2 		$1.62M Sell
9,790
-7,211
-42% -$1.14M 2.11% 12
2023
Q1 		$2.7M Sell
17,001
-1,874
-10% -$310K 1.9% 12
2022
Q4 		$3M Buy
18,875
+982
+5% +$156K 2.15% 12
2022
Q3 		$2.57M Buy
+17,893
New +$2.84M 2.03% 13

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

NorthLanding Financial Partners's VBR Position: Q2 2026 in Review

NorthLanding Financial Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.9% in Q2 2026, buying an estimated $61.9K and bringing the position to 14,295 shares worth $3.47M. The position accounts for 2.4% of the portfolio, ranked #7.

NorthLanding Financial Partners first reported a position in VBR in Q3 2022 and has held it in 16 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • NorthLanding Financial Partners held 14,295 shares of Vanguard Small-Cap Value ETF worth $3.47M as of Q2 2026.
  • NorthLanding Financial Partners bought 266 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $61.9K.
  • Vanguard Small-Cap Value ETF made up 2.4% of NorthLanding Financial Partners's portfolio in Q2 2026, its #7 holding.
  • NorthLanding Financial Partners first reported a position in Vanguard Small-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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