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Tower View Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Tower View 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
Q1 		$37.1K Buy
+171
New +$38.2K 0.02% 103
2024
Q1 		– Sell
-142
Closed -$25K – 202
2023
Q4 		$25K Buy
142
+1
+0.7% +$163 0.02% 98
2023
Q3 		$22K Buy
141
+1
+0.7% +$167 0.02% 96
2023
Q2 		$23K Buy
140
+1
+0.7% +$157 0.02% 96
2023
Q1 		$22K Buy
139
+1
+0.7% +$166 0.01% 97
2022
Q4 		$22K Buy
138
+1
+0.7% +$159 0.02% 101
2022
Q3 		$20K Hold
137
– – 0.02% 100
2022
Q2 		$20K Buy
137
+1
+0.7% +$164 0.01% 99
2022
Q1 		$24K Hold
136
– – 0.01% 119
2021
Q4 		$24K Buy
+136
New +$24.2K 0.01% 122
2020
Q1 		– Sell
-71
Closed -$10K – 138
2019
Q4 		$10K Hold
71
– – 0.01% 114
2019
Q3 		$9K Buy
71
+1
+1% +$128 0.01% 113
2019
Q2 		$9K Sell
70
-1,929
-96% -$251K 0.01% 109
2019
Q1 		$257K Hold
1,999
– – 0.23% 55
2018
Q4 		$228K Buy
1,999
+25
+1% +$3.16K 0.24% 55
2018
Q3 		$275K Hold
1,974
– – 0.24% 63
2018
Q2 		$268K Sell
1,974
-209
-10% -$28K 0.25% 61
2018
Q1 		$283K Sell
2,183
-90
-4% -$11.9K 0.28% 59
2017
Q4 		$302K Buy
+2,273
New +$296K 0.28% 64

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 $3.51B AUM 13.98% 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

Tower View Wealth Management's VBR Position: Q1 2026 in Review

Tower View Wealth Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 171 shares worth $37.1K. The stake represents 0.02% of the portfolio and ranks #103 among its holdings. This is a return to the name: Tower View Wealth Management previously reported a position in VBR as recently as Q4 2023.

Tower View Wealth Management first reported a position in VBR in Q4 2017 and has held it in 19 quarters since. The position peaked at $302K in Q4 2017. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Tower View Wealth Management held 171 shares of Vanguard Small-Cap Value ETF worth $37.1K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Tower View Wealth Management position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.02% of Tower View Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Tower View Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 19 quarters since.
  • Tower View Wealth Management's Vanguard Small-Cap Value ETF position peaked at $302K in Q4 2017.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.