RF
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Robinswood Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Robinswood Financial’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 		$20.1M Buy
82,608
+3,217
+4% +$748K 5.75% 3
2026
Q1 		$17.2M Buy
79,391
+1,591
+2% +$356K 5.43% 3
2025
Q4 		$16.5M Buy
77,800
+2,662
+4% +$557K 5.27% 3
2025
Q3 		$15.7M Buy
75,138
+1,616
+2% +$330K 5.23% 6
2025
Q2 		$14.3M Sell
73,522
-776
-1% -$144K 5.07% 7
2025
Q1 		$13.8M Buy
74,298
+1,483
+2% +$293K 5.12% 9
2024
Q4 		$14.4M Buy
72,815
+729
+1% +$150K 5.46% 5
2024
Q3 		$14.5M Buy
72,086
+2,340
+3% +$450K 5.38% 6
2024
Q2 		$12.7M Buy
69,746
+1,144
+2% +$211K 5.15% 7
2024
Q1 		$13M Sell
68,602
-3,845
-5% -$694K 5.57% 7
2023
Q4 		$13M Buy
72,447
+653
+0.9% +$107K 5.64% 6
2023
Q3 		$11.5M Buy
71,794
+399
+0.6% +$66.7K 5.46% 7
2023
Q2 		$11.8M Buy
+71,395
New +$11.2M 5.48% 7

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

Robinswood Financial's VBR Position: Q2 2026 in Review

Robinswood Financial increased its Vanguard Small-Cap Value ETF (VBR) stake by 4.1% in Q2 2026, buying an estimated $748K and bringing the position to 82,608 shares worth $20.1M. The position accounts for 5.75% of the portfolio, ranked #3.

Robinswood Financial first reported a position in VBR in Q2 2023 and has held it in 13 quarters since. 580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Robinswood Financial held 82,608 shares of Vanguard Small-Cap Value ETF worth $20.1M as of Q2 2026.
  • Robinswood Financial bought 3,217 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $748K.
  • Vanguard Small-Cap Value ETF made up 5.75% of Robinswood Financial's portfolio in Q2 2026, its #3 holding.
  • Robinswood Financial first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.