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SJS Investment Consulting’s Vanguard Small-Cap Value ETF VBR Stock Holding History

SJS Investment Consulting’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 		$72.4K Hold
298
– – 0.01% 310
2026
Q1 		$64.7K Hold
298
– – 0.01% 298
2025
Q4 		$63.1K Hold
298
– – 0.01% 283
2025
Q3 		$62.2K Hold
298
– – 0.01% 234
2025
Q2 		$58.1K Hold
298
– – 0.01% 169
2025
Q1 		$55.5K Sell
298
-19
-6% -$3.75K 0.01% 182
2024
Q4 		$62.8K Sell
317
-15
-5% -$3.08K 0.01% 171
2024
Q3 		$66.7K Sell
332
-188
-36% -$36.1K 0.01% 169
2024
Q2 		$94.9K Sell
520
-6
-1% -$1.11K 0.02% 129
2024
Q1 		$101K Sell
526
-20
-4% -$3.61K 0.02% 129
2023
Q4 		$98.3K Hold
546
– – 0.02% 126
2023
Q3 		$87.1K Sell
546
-4
-0.7% -$669 0.02% 122
2023
Q2 		$91K Sell
550
-54
-9% -$8.5K 0.02% 113
2023
Q1 		$95.9K Sell
604
-1,008
-63% -$167K 0.03% 108
2022
Q4 		$256K Sell
1,612
-981
-38% -$156K 0.08% 63
2022
Q3 		$372K Buy
+2,593
New +$412K 0.13% 49
2022
Q1 		$687K Buy
3,905
+49
+1% +$8.52K 0.21% 36
2021
Q4 		$690K Buy
+3,856
New +$686K 0.21% 36

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

SJS Investment Consulting's VBR Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 298 shares worth $72.4K. The position accounts for 0.01% of the portfolio, ranked #310.

SJS Investment Consulting first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $690K in Q4 2021. 823 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • SJS Investment Consulting held 298 shares of Vanguard Small-Cap Value ETF worth $72.4K as of Q2 2026.
  • SJS Investment Consulting left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #310 holding.
  • SJS Investment Consulting first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Vanguard Small-Cap Value ETF position peaked at $690K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.