Red Door Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Red Door Wealth Management’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	$281K	Buy	1,156 +57	+5%	+$13.3K	0.03%	265
2026 Q1	$239K	Buy	1,099 +2	+0.2%	+$447	0.02%	261
2025 Q4	$232K	Buy	+1,097	New	+$230K	0.02%	264
2021 Q3	–	Sell	-390	Closed	-$67K	–	586
2021 Q2	$67K	Buy	+390	New	+$67.6K	0.03%	233
2020 Q3	–	Sell	-380	Closed	-$40K	–	415
2020 Q2	$40K	Hold	380	–	–	0.03%	199
2020 Q1	$33K	Buy	+380	New	+$46.1K	0.03%	195

Other funds holding VBR

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Red Door Wealth Management's VBR Position: Q2 2026 in Review

Red Door Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 5.2% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,156 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #265.

Red Door Wealth Management first reported a position in VBR in Q1 2020 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Red Door Wealth Management held 1,156 shares of Vanguard Small-Cap Value ETF worth $281K as of Q2 2026.
Red Door Wealth Management bought 57 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $13.3K.
Vanguard Small-Cap Value ETF made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #265 holding.
Red Door Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2020 and has held it in 6 quarters since.
580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.