Shared Vision Wealth Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Shared Vision Wealth Group’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	$2.44M	Buy	11,254 +2,727	+32%	+$610K	1%	24
2025 Q4	$1.91M	Buy	8,527 +2,778	+48%	+$582K	0.77%	27
2025 Q3	$1.19M	Buy	5,749 +4,505	+362%	+$921K	0.51%	33
2025 Q2	$247K	Hold	1,244	–	–	0.12%	74
2025 Q1	$232K	Hold	1,244	–	–	0.13%	74
2024 Q4	$246K	Hold	1,244	–	–	0.13%	69
2024 Q3	$250K	Hold	1,244	–	–	0.13%	65
2024 Q2	$227K	Hold	1,244	–	–	0.13%	70
2024 Q1	$239K	Hold	1,244	–	–	0.15%	66
2023 Q4	$224K	Buy	+1,244	New	+$203K	0.15%	72

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

Shared Vision Wealth Group's VBR Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 32% in Q1 2026, buying an estimated $610K and bringing the position to 11,254 shares worth $2.44M. The position accounts for 1% of the portfolio, ranked #24.

Shared Vision Wealth Group first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Shared Vision Wealth Group held 11,254 shares of Vanguard Small-Cap Value ETF worth $2.44M as of Q1 2026.
Shared Vision Wealth Group bought 2,727 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $610K.
Vanguard Small-Cap Value ETF made up 1% of Shared Vision Wealth Group's portfolio in Q1 2026, its #24 holding.
Shared Vision Wealth Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.