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Smith Salley Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Smith Salley 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 		$250K Hold
1,027
– – 0.01% 254
2026
Q1 		$223K Hold
1,027
– – 0.01% 253
2025
Q4 		$218K Hold
1,027
– – 0.01% 253
2025
Q3 		$214K Sell
1,027
-820
-44% -$168K 0.01% 254
2025
Q2 		$360K Buy
+1,847
New +$342K 0.02% 201

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
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

Smith Salley Wealth Management's VBR Position: Q2 2026 in Review

Smith Salley Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,027 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #254.

Smith Salley Wealth Management first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. The position peaked at $360K in Q2 2025. 709 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Smith Salley Wealth Management held 1,027 shares of Vanguard Small-Cap Value ETF worth $250K as of Q2 2026.
  • Smith Salley Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Smith Salley Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Smith Salley Wealth Management's Vanguard Small-Cap Value ETF position peaked at $360K in Q2 2025.
  • 709 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.