SA
VBR icon

Skyline Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Skyline Advisors’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 		$464K Hold
1,911
– – 0.15% 78
2026
Q1 		$415K Hold
1,911
– – 0.14% 79
2025
Q4 		$405K Buy
1,911
+28
+1% +$5.86K 0.14% 65
2025
Q3 		$393K Hold
1,883
– – 0.14% 66
2025
Q2 		$367K Hold
1,883
– – 0.14% 68
2025
Q1 		$351K Hold
1,883
– – 0.14% 62
2024
Q4 		$373K Hold
1,883
– – 0.14% 61
2024
Q3 		$378K Hold
1,883
– – 0.16% 59
2024
Q2 		$344K Hold
1,883
– – 0.15% 60
2024
Q1 		$361K Buy
1,883
+150
+9% +$27.1K 0.16% 57
2023
Q4 		$312K Buy
+1,733
New +$283K 0.15% 58

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
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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Skyline Advisors's VBR Position: Q2 2026 in Review

Skyline Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,911 shares worth $464K. The position accounts for 0.15% of the portfolio, ranked #78.

Skyline Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Skyline Advisors held 1,911 shares of Vanguard Small-Cap Value ETF worth $464K as of Q2 2026.
  • Skyline Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.15% of Skyline Advisors's portfolio in Q2 2026, its #78 holding.
  • Skyline Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 416 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.