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Sharper & Granite’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sharper & Granite’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 		$6.21M Buy
25,542
+230
+0.9% +$53.5K 1.92% 19
2026
Q1 		$5.5M Buy
25,312
+226
+0.9% +$50.5K 1.88% 20
2025
Q4 		$5.31M Sell
25,086
-109
-0.4% -$22.8K 1.87% 23
2025
Q3 		$5.26M Sell
25,195
-3,866
-13% -$790K 1.88% 21
2025
Q2 		$5.83M Buy
29,061
+455
+2% +$84.2K 2.22% 16
2025
Q1 		$5.33M Buy
28,606
+1,104
+4% +$218K 2.2% 17
2024
Q4 		$5.45M Buy
27,502
+704
+3% +$145K 2.4% 14
2024
Q3 		$5.38M Buy
26,798
+585
+2% +$112K 2.4% 13
2024
Q2 		$4.78M Buy
26,213
+1,164
+5% +$215K 2.28% 15
2024
Q1 		$4.7M Sell
25,049
-1,380
-5% -$249K 2.27% 15
2023
Q4 		$4.76M Buy
26,429
+1,442
+6% +$235K 2.46% 12
2023
Q3 		$3.99M Buy
24,987
+156
+0.6% +$26.1K 2.31% 15
2023
Q2 		$4.11M Buy
24,831
+1,347
+6% +$212K 2.37% 14
2023
Q1 		$3.73M Buy
23,484
+1,197
+5% +$198K 2.24% 14
2022
Q4 		$3.54M Buy
+22,287
New +$3.55M 2.36% 12

Other funds holding VBR

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sharper & Granite's VBR Position: Q2 2026 in Review

Sharper & Granite increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.91% in Q2 2026, buying an estimated $53.5K and bringing the position to 25,542 shares worth $6.21M. The position accounts for 1.92% of the portfolio, ranked #19.

Sharper & Granite first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Sharper & Granite held 25,542 shares of Vanguard Small-Cap Value ETF worth $6.21M as of Q2 2026.
  • Sharper & Granite bought 230 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $53.5K.
  • Vanguard Small-Cap Value ETF made up 1.92% of Sharper & Granite's portfolio in Q2 2026, its #19 holding.
  • Sharper & Granite first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.