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

Precedent 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
Q2 		$592K Buy
2,437
+19
+0.8% +$4.42K 0.1% 133
2026
Q1 		$525K Sell
2,418
-58
-2% -$13K 0.11% 124
2025
Q4 		$524K Sell
2,476
-138
-5% -$28.9K 0.11% 126
2025
Q3 		$546K Sell
2,614
-21
-0.8% -$4.29K 0.12% 123
2025
Q2 		$514K Sell
2,635
-232
-8% -$42.9K 0.13% 122
2025
Q1 		$534K Sell
2,867
-815
-22% -$161K 0.15% 118
2024
Q4 		$730K Buy
3,682
+172
+5% +$35.3K 0.24% 102
2024
Q3 		$705K Sell
3,510
-212
-6% -$40.8K 0.23% 99
2024
Q2 		$679K Sell
3,722
-3
-0.1% -$554 0.27% 84
2024
Q1 		$715K Sell
3,725
-97
-3% -$17.5K 0.31% 83
2023
Q4 		$688K Buy
+3,822
New +$624K 0.35% 77

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

Precedent Wealth Partners's VBR Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.79% in Q2 2026, buying an estimated $4.42K and bringing the position to 2,437 shares worth $592K. The position accounts for 0.1% of the portfolio, ranked #133.

Precedent Wealth Partners first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $730K in Q4 2024. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Precedent Wealth Partners held 2,437 shares of Vanguard Small-Cap Value ETF worth $592K as of Q2 2026.
  • Precedent Wealth Partners bought 19 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $4.42K.
  • Vanguard Small-Cap Value ETF made up 0.1% of Precedent Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Precedent Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $730K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.