Pillar Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Pillar Financial Advisors’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	$2.86M	Sell	13,160 -340	-3%	-$76K	1.67%	15
2025 Q4	$2.86M	Hold	13,500	–	–	1.72%	15
2025 Q3	$2.82M	Sell	13,500 -50	-0.4%	-$10.2K	1.77%	15
2025 Q2	$2.64M	Sell	13,550 -100	-0.7%	-$18.5K	1.82%	15
2025 Q1	$2.54M	Buy	13,650 +82	+0.6%	+$16.2K	1.9%	15
2024 Q4	$2.69M	Buy	+13,568	New	+$2.79M	2.06%	13

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 $4.05B AUM 19.01% 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

Pillar Financial Advisors's VBR Position: Q1 2026 in Review

Pillar Financial Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.5% in Q1 2026, selling an estimated $76K and leaving 13,160 shares worth $2.86M. The position accounts for 1.67% of the portfolio, ranked #15.

Pillar Financial Advisors first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Pillar Financial Advisors held 13,160 shares of Vanguard Small-Cap Value ETF worth $2.86M as of Q1 2026.
Pillar Financial Advisors sold 340 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $76K.
Vanguard Small-Cap Value ETF made up 1.67% of Pillar Financial Advisors's portfolio in Q1 2026, its #15 holding.
Pillar Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Pillar Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $2.86M in Q4 2025.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Pillar Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.