TFG
VBR icon

Team Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Team Financial Group’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 		– Sell
-156
Closed -$33.9K – 240
2026
Q1 		$33.9K Hold
156
– – 0.02% 132
2025
Q4 		$33K Hold
156
– – 0.02% 129
2025
Q3 		$32.6K Hold
156
– – 0.02% 123
2025
Q2 		$30.4K Buy
+156
New +$28.9K 0.02% 115

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

Team Financial Group's VBR Position: Q2 2026 in Review

Team Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 156 shares — an estimated $33.9K sold.

Team Financial Group first reported a position in VBR in Q2 2025 and held it in 4 quarters. The position peaked at $33.9K in Q1 2026. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Team Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 156 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $33.9K.
  • Team Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Vanguard Small-Cap Value ETF position peaked at $33.9K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.