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Portside Wealth Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Portside Wealth 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 		$8.98M Buy
36,960
+7,156
+24% +$1.66M 1.05% 13
2026
Q1 		$6.47M Buy
+29,804
New +$6.66M 0.88% 21

Other funds holding VBR

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Portside Wealth Group's VBR Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 24% in Q2 2026, buying an estimated $1.66M and bringing the position to 36,960 shares worth $8.98M. The position accounts for 1.05% of the portfolio, ranked #13.

Portside Wealth Group first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Portside Wealth Group held 36,960 shares of Vanguard Small-Cap Value ETF worth $8.98M as of Q2 2026.
  • Portside Wealth Group bought 7,156 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $1.66M.
  • Vanguard Small-Cap Value ETF made up 1.05% of Portside Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Portside Wealth Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.