VP
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Verisail Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Verisail Partners’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 		$219K Buy
+903
New +$210K 0.08% 24
2025
Q3 		– Sell
-4,636
Closed -$904K – 26
2025
Q2 		$904K Buy
4,636
+12
+0.3% +$2.22K 0.38% 17
2025
Q1 		$861K Buy
4,624
+63
+1% +$12.4K 0.4% 17
2024
Q4 		$904K Buy
+4,561
New +$936K 0.42% 15

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

Verisail Partners's VBR Position: Q2 2026 in Review

Verisail Partners opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 903 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #24 among its holdings. This is a return to the name: Verisail Partners previously reported a position in VBR as recently as Q2 2025.

Verisail Partners first reported a position in VBR in Q4 2024 and has held it in 4 quarters since. The position peaked at $904K in Q2 2025. 592 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Verisail Partners held 903 shares of Vanguard Small-Cap Value ETF worth $219K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Verisail Partners position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.08% of Verisail Partners's portfolio in Q2 2026, its #24 holding.
  • Verisail Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Verisail Partners's Vanguard Small-Cap Value ETF position peaked at $904K in Q2 2025.
  • 592 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Verisail Partners's 13F filing for Q2 2026, filed 14 Jul 2026.