Post Resch Tallon Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Post Resch Tallon 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	$238K	Hold	978	–	–	0.16%	109
2026 Q1	$213K	Sell	978 -27	-3%	-$6.04K	0.17%	106
2025 Q4	$213K	Hold	1,005	–	–	0.18%	95
2025 Q3	$210K	Buy	+1,005	New	+$205K	0.19%	94

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Post Resch Tallon Group's VBR Position: Q2 2026 in Review

Post Resch Tallon Group held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 978 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #109.

Post Resch Tallon Group first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Post Resch Tallon Group held 978 shares of Vanguard Small-Cap Value ETF worth $238K as of Q2 2026.
Post Resch Tallon Group left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.16% of Post Resch Tallon Group's portfolio in Q2 2026, its #109 holding.
Post Resch Tallon Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.