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J. M. Brown & Associates Inc.’s Vanguard Small-Cap Value ETF VBR Stock Holding History

J. M. Brown & Associates Inc.’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 		$2M Buy
+8,210
New +$1.91M 1.14% 17

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

J. M. Brown & Associates Inc.'s VBR Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 8,210 shares worth $2M. The stake represents 1.14% of the portfolio and ranks #17 among its holdings.

603 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • J. M. Brown & Associates Inc. held 8,210 shares of Vanguard Small-Cap Value ETF worth $2M as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 1.14% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #17 holding.
  • 603 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.