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Outbound Financial Inc’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Outbound Financial Inc’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 		$420K Buy
1,727
+192
+13% +$44.7K 0.27% 40
2026
Q1 		$333K Hold
1,535
– – 0.25% 41
2025
Q4 		$325K Hold
1,535
– – 0.25% 38
2025
Q3 		$320K Hold
1,535
– – 0.26% 38
2025
Q2 		$299K Buy
+1,535
New +$284K 0.27% 39

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

Outbound Financial Inc's VBR Position: Q2 2026 in Review

Outbound Financial Inc increased its Vanguard Small-Cap Value ETF (VBR) stake by 13% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,727 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #40.

Outbound Financial Inc first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 520 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Outbound Financial Inc held 1,727 shares of Vanguard Small-Cap Value ETF worth $420K as of Q2 2026.
  • Outbound Financial Inc bought 192 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard Small-Cap Value ETF made up 0.27% of Outbound Financial Inc's portfolio in Q2 2026, its #40 holding.
  • Outbound Financial Inc first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.