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Silvia McColl Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Silvia McColl Wealth Management’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 		$9.68M Buy
39,837
+477
+1% +$111K 5.82% 3
2026
Q1 		$8.55M Sell
39,360
-1,384
-3% -$309K 5.63% 3
2025
Q4 		$8.63M Sell
40,744
-258
-0.6% -$54K 5.74% 3
2025
Q3 		$8.56M Sell
41,002
-433
-1% -$88.5K 5.79% 3
2025
Q2 		$8.08M Sell
41,435
-600
-1% -$111K 5.87% 2
2025
Q1 		$7.83M Buy
42,035
+198
+0.5% +$39.1K 5.94% 3
2024
Q4 		$8.29M Buy
41,837
+539
+1% +$111K 6.21% 3
2024
Q3 		$8.29M Buy
41,298
+3,940
+11% +$757K 6.21% 3
2024
Q2 		$6.82M Buy
37,358
+260
+0.7% +$48K 5.64% 3
2024
Q1 		$6.85M Sell
37,098
-1,503
-4% -$271K 5.87% 3
2023
Q4 		$6.95M Buy
38,601
+711
+2% +$116K 6.26% 3
2023
Q3 		$6.04M Buy
37,890
+311
+0.8% +$52K 6.04% 4
2023
Q2 		$6.22M Buy
37,579
+554
+1% +$87.2K 5.77% 4
2023
Q1 		$5.88M Buy
37,025
+1,003
+3% +$166K 5.83% 4
2022
Q4 		$5.72M Buy
+36,022
New +$5.74M 5.62% 4

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

Silvia McColl Wealth Management's VBR Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.2% in Q2 2026, buying an estimated $111K and bringing the position to 39,837 shares worth $9.68M. The position accounts for 5.82% of the portfolio, ranked #3.

Silvia McColl Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Silvia McColl Wealth Management held 39,837 shares of Vanguard Small-Cap Value ETF worth $9.68M as of Q2 2026.
  • Silvia McColl Wealth Management bought 477 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Small-Cap Value ETF made up 5.82% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Silvia McColl Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.