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Solutions 4 Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Solutions 4 Wealth’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
Q1 		$400K Hold
1,841
– – 0.6% 38
2025
Q4 		$390K Hold
1,841
– – 0.59% 39
2025
Q3 		$384K Hold
1,841
– – 0.6% 37
2025
Q2 		$359K Hold
1,841
– – 0.6% 37
2025
Q1 		$343K Hold
1,841
– – 0.61% 37
2024
Q4 		$365K Hold
1,841
– – 0.66% 36
2024
Q3 		$370K Hold
1,841
– – 0.72% 36
2024
Q2 		$336K Hold
1,841
– – 0.76% 32
2024
Q1 		$353K Hold
1,841
– – 0.99% 24
2023
Q4 		$331K Buy
+1,841
New +$301K 1.08% 25

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Solutions 4 Wealth's VBR Position: Q1 2026 in Review

Solutions 4 Wealth held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 1,841 shares worth $400K. The position accounts for 0.6% of the portfolio, ranked #38.

Solutions 4 Wealth first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Solutions 4 Wealth held 1,841 shares of Vanguard Small-Cap Value ETF worth $400K as of Q1 2026.
  • Solutions 4 Wealth left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.6% of Solutions 4 Wealth's portfolio in Q1 2026, its #38 holding.
  • Solutions 4 Wealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.