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

Riversedge 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 Q2	$1.9M	Sell	7,836 -865	-10%	-$201K	0.25%	43
2026 Q1	$1.89M	Sell	8,701 -292	-3%	-$65.3K	0.31%	37
2025 Q4	$1.9M	Sell	8,993 -728	-7%	-$152K	0.31%	34
2025 Q3	$2.03M	Sell	9,721 -475	-5%	-$97.1K	0.34%	34
2025 Q2	$1.99M	Sell	10,196 -2,508	-20%	-$464K	0.39%	32
2025 Q1	$2.37M	Sell	12,704 -1,527	-11%	-$302K	0.53%	29
2024 Q4	$2.82M	Buy	14,231 +1,439	+11%	+$295K	0.64%	30
2024 Q3	$2.57M	Buy	12,792 +433	+4%	+$83.2K	0.58%	29
2024 Q2	$2.26M	Buy	12,359 +352	+3%	+$65K	0.55%	31
2024 Q1	$2.3M	Buy	12,007 +1,033	+9%	+$186K	0.57%	28
2023 Q4	$1.98M	Sell	10,974 -1,567	-12%	-$256K	0.54%	27
2023 Q3	$2M	Sell	12,541 -3,652	-23%	-$611K	0.59%	25
2023 Q2	$2.68M	Sell	16,193 -230	-1%	-$36.2K	0.73%	27
2023 Q1	$2.61M	Buy	16,423 +2,131	+15%	+$353K	0.76%	29
2022 Q4	$2.27M	Buy	14,292 +6,502	+83%	+$1.04M	0.74%	28
2022 Q3	$1.12M	Buy	7,790 +1,508	+24%	+$240K	0.4%	35
2022 Q2	$941K	Sell	6,282 -3,498	-36%	-$574K	0.35%	34
2022 Q1	$1.72M	Buy	9,780 +2,673	+38%	+$465K	0.56%	27
2021 Q4	$1.27M	Buy	7,107 +1,039	+17%	+$185K	0.4%	31
2021 Q3	$1.03M	Buy	+6,068	New	+$1.04M	0.35%	31
2020 Q1	–	Sell	-6,397	Closed	-$877K	–	45
2019 Q4	$877K	Buy	6,397 +769	+14%	+$102K	1.04%	18
2019 Q3	$680K	Hold	5,628	–	–	0.96%	19
2019 Q2	$680K	Buy	+5,628	New	+$732K	0.96%	19

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

Riversedge Advisors's VBR Position: Q2 2026 in Review

Riversedge Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 9.9% in Q2 2026, selling an estimated $201K and leaving 7,836 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #43.

Riversedge Advisors first reported a position in VBR in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.82M in Q4 2024. 587 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Riversedge Advisors held 7,836 shares of Vanguard Small-Cap Value ETF worth $1.9M as of Q2 2026.
Riversedge Advisors sold 865 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $201K.
Vanguard Small-Cap Value ETF made up 0.25% of Riversedge Advisors's portfolio in Q2 2026, its #43 holding.
Riversedge Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2019 and has held it in 23 quarters since.
Riversedge Advisors's Vanguard Small-Cap Value ETF position peaked at $2.82M in Q4 2024.
587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.