Thurston Springer Miller Herd & Titak’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Thurston Springer Miller Herd & Titak’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	$171K	Buy	705 +66	+10%	+$15.4K	0.06%	270
2026 Q1	$139K	Sell	639 -599	-48%	-$134K	0.06%	316
2025 Q4	$262K	Buy	1,238 +1,234	+30,850%	+$258K	0.09%	219
2025 Q3	$834	Sell	4 -7,167	-100%	-$1.47M	﹤0.01%	509
2025 Q2	$1.4M	Buy	7,171 +144	+2%	+$26.7K	0.18%	136
2025 Q1	$1.31M	Buy	7,027 +545	+8%	+$108K	0.22%	113
2024 Q4	$1.28M	Buy	6,482 +4,826	+291%	+$991K	0.26%	99
2024 Q3	$332K	Buy	1,656 +250	+18%	+$48.1K	0.09%	197
2024 Q2	$257K	Buy	+1,406	New	+$260K	0.08%	203

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak's VBR Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Vanguard Small-Cap Value ETF (VBR) stake by 10% in Q2 2026, buying an estimated $15.4K and bringing the position to 705 shares worth $171K. The position accounts for 0.06% of the portfolio, ranked #270.

Thurston Springer Miller Herd & Titak first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2025. 775 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Thurston Springer Miller Herd & Titak held 705 shares of Vanguard Small-Cap Value ETF worth $171K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 66 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $15.4K.
Vanguard Small-Cap Value ETF made up 0.06% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #270 holding.
Thurston Springer Miller Herd & Titak first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Vanguard Small-Cap Value ETF position peaked at $1.4M in Q2 2025.
775 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.