Roble Belko & Company’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Roble Belko & Company’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 Q1	$642K	Buy	2,957 +1,714	+138%	+$383K	0.08%	73
2025 Q4	$263K	Buy	1,243 +1,179	+1,842%	+$247K	0.03%	105
2025 Q3	$13K	Hold	64	–	–	﹤0.01%	261
2025 Q2	$12K	Hold	64	–	–	﹤0.01%	259
2025 Q1	$12K	Hold	64	–	–	﹤0.01%	249
2024 Q4	$13K	Hold	64	–	–	﹤0.01%	233
2024 Q3	$13K	Hold	64	–	–	﹤0.01%	226
2024 Q2	$12K	Hold	64	–	–	﹤0.01%	232
2024 Q1	$12K	Sell	64 -28	-30%	-$5.05K	﹤0.01%	238
2023 Q4	$17K	Hold	92	–	–	﹤0.01%	212
2023 Q3	$15K	Buy	92 +64	+229%	+$10.7K	﹤0.01%	199
2023 Q2	$5K	Buy	+28	New	+$4.41K	﹤0.01%	239

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roble Belko & Company's VBR Position: Q1 2026 in Review

Roble Belko & Company increased its Vanguard Small-Cap Value ETF (VBR) stake by 138% in Q1 2026, buying an estimated $383K and bringing the position to 2,957 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #73.

Roble Belko & Company first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Roble Belko & Company held 2,957 shares of Vanguard Small-Cap Value ETF worth $642K as of Q1 2026.
Roble Belko & Company bought 1,714 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $383K.
Vanguard Small-Cap Value ETF made up 0.08% of Roble Belko & Company's portfolio in Q1 2026, its #73 holding.
Roble Belko & Company first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.