Perfromance Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Perfromance Wealth 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 Q1	$334K	Buy	1,539 +488	+46%	+$109K	0.01%	156
2025 Q4	$223K	Hold	1,051	–	–	0.01%	188
2025 Q3	$219K	Sell	1,051 -20	-2%	-$4.09K	0.01%	191
2025 Q2	$209K	Buy	+1,071	New	+$198K	0.01%	182
2025 Q1	–	Sell	-1,478	Closed	-$293K	–	189
2024 Q4	$293K	Buy	1,478 +18	+1%	+$3.69K	0.01%	137
2024 Q3	$293K	Buy	+1,460	New	+$281K	0.01%	149
2023 Q3	–	Sell	-1,399	Closed	-$230K	–	183
2023 Q2	$230K	Buy	+1,399	New	+$220K	0.01%	167
2022 Q2	–	Sell	-1,220	Closed	-$215K	–	182
2022 Q1	$215K	Buy	1,220 +29	+2%	+$5.04K	0.01%	163
2021 Q4	$213K	Buy	+1,191	New	+$212K	0.01%	171

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perfromance Wealth Partners's VBR Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 46% in Q1 2026, buying an estimated $109K and bringing the position to 1,539 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #156.

Perfromance Wealth Partners first reported a position in VBR in Q4 2021 and has held it in 9 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Perfromance Wealth Partners held 1,539 shares of Vanguard Small-Cap Value ETF worth $334K as of Q1 2026.
Perfromance Wealth Partners bought 488 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $109K.
Vanguard Small-Cap Value ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #156 holding.
Perfromance Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.